AUMdb

Powercon Corporation 401(k) Retirement Plan

Sponsored by Powercon Corporation · EIN 520709642 · Plan #001

Total assets
$44.9M
Net assets
$44.9M
Active participants
341
With balances
374

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Morgan Stanley Smith Barney Recordkeeping, Trustee (institutional), Other services $54,511
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $42,509
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0