AUMdb

Comlux America 401(k) Plan

Sponsored by Comlux America, Llc · EIN 270354660 · Plan #001

Total assets
$9.7M
Net assets
$9.7M
Active participants
224
With balances
262

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Workplace Services Llc Plan administrator, Trustee (discretionary), Investment management $19,835
Northwestern Mutual Wealth Mgmt Co Investment advisory (plan) $9,258
Wells Fargo Clearing Services Llc Investment advisory (plan) $7,195