The Fort Walton Machining 401(k) Plan
Sponsored by Fort Walton Machining, Inc. · EIN 592823872 · Plan #001
- Total assets
- $4.8M
- Net assets
- $4.8M
- Active participants
- 139
- With balances
- 104
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $12,572 |
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $12,240 |
| The Pension Center Of Florida Inc | Contract administrator | $950 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $4.8M | 139 | ack 20250825115331NAL0003876259001 |
| 01/01/2021 | $3.8M | 128 | ack 20250520123912NAL0001991920001 |