Medallion Instrumentation Systems, Llc Employee 401(k) Savings Plan
Sponsored by Medallion Instrumentation Systems, Llc · EIN 432029057 · Plan #001
- Total assets
- $17.6M
- Net assets
- $17.6M
- Active participants
- 137
- With balances
- 174
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 |
|---|---|---|
| Gregory J. Schwartz & Co., Inc. CRD 7294 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gregory J. Schwartz, Co. | Investment advisory (plan), Direct payment from the plan | $49,623 |
| Newport Group, Inc. | Contract administrator, Recordkeeping, Trustee (institutional) | $24,190 |
| Newport Trust Company | Trustee (institutional), Trustee (directed) | $5,264 |