Industrial Electrical Company 401(k) And Profit Sharing Plan
Sponsored by Modesto Industrial Electrical Co. Inc. · EIN 941231917 · Plan #002
- Total assets
- $8.5M
- Net assets
- $8.5M
- Active participants
- 203
- With balances
- 143
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $27,314 |
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $17,136 |
| Cliftonlarsonallen Llp | Accounting | $16,800 |
| Empower Advisory Group, Llc | Investment management | $16,520 |