The Matco Group, Inc. 401(k) Plan
Sponsored by The Matco Group, Inc. · EIN 161238150 · Plan #001
- Total assets
- $46.4M
- Net assets
- $46.4M
- Active participants
- 846
- With balances
- 1,205
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nbt Bank Na | Trustee (institutional) | $90,843 |
| Piaker & Lyons, P.C. | Accounting | $17,277 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $0 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $0 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |