Engineering Systems Inc. Profit Sharing And Savings Plan
Sponsored by Engineering Systems Inc · EIN 363541589 · Plan #001
- Total assets
- $90.0M
- Net assets
- $90.0M
- Active participants
- 454
- With balances
- 467
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 |
|---|---|---|
| Mai Capital Management, Llc CRD 109807 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mai Capital Management, Llc | Investment advisory (plan) | $11,456 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $6,780 |