AUMdb

Linn Gear Co., Inc. Profit Sharing & 401(k) Plan

Sponsored by Linn Gear Company, Inc. · EIN 930457345 · Plan #001

Total assets
$5.4M
Net assets
$5.4M
Active participants
86
With balances
101

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Wells Fargo Advisors Llc Investment advisory (plan) $15,909
Empower Annuity Insurance Company O Recordkeeping fees $14,951
Empower Advisory Group, Llc Investment management $624