AUMdb

Simplex Industries, Inc. 401(k) Plan

Sponsored by Simplex Industries Inc · EIN 231739146 · Plan #001

Total assets
$8.8M
Net assets
$8.8M
Active participants
131
With balances
153

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $39,302
Merrill Lynch Pierce Fenner & Smith Consulting (pension), Investment advisory (plan), Direct payment from the plan $25,290
Snyder & Clemente Accounting, Other fees $0