AUMdb

Symmetrix Composite Tooling Inc. 401(k) Profit Sharing Plan

Sponsored by Symmetrix Composite Tooling Inc. · EIN 272857991 · Plan #001

Total assets
$702K
Net assets
$702K
Active participants
61
With balances
123

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
Edward D. Jones & Co., L.P. CRD 250 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Edward Jones Investment advisory (plan) $3,070
Siegel Actuarial Consulting, Inc. Contract administrator $2,400
Cepital Group Retirement Plan Servi Recordkeeping fees $1,000