AUMdb

Saelens Corporation 401(k) Savings Plan

Sponsored by Saelens Corporation · EIN 391205830 · Plan #004

Total assets
$8.9M
Net assets
$8.9M
Active participants
183
With balances
173

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
Private Advisor Group, Llc CRD 155216 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Private Advisor Group Llc Investment advisory (plan) $25,690
Empower Annuity Insurance Company O Recordkeeping fees $20,071
Wipfli Llp Accounting $10,000