Automated Precision, Inc. 401(k) & Ps Plan
Sponsored by Automated Precision, Inc. · EIN 521448877 · Plan #001
- Total assets
- $11.5M
- Net assets
- $11.5M
- Active participants
- 98
- With balances
- 133
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 |
|---|---|---|
| Eagle Strategies Llc CRD 110826 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Eagles Strategies, Llc | Investment advisory (plan), Direct payment from the plan | $20,000 |
| The Vanguard Group, Inc. | Other fees, Direct payment from the plan, Recordkeeping | $1,080 |