AUMdb

Electronics Research, Inc. Profit Sharing Plan

Sponsored by Electronics Research, Inc. · EIN 351083384 · Plan #001

Total assets
$11.0M
Net assets
$11.0M
Active participants
97
With balances
100

Plan year beginning 04/01/2024 · 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
Old National Wealth Management Investment advisory (plan) $27,888
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $20,015