AUMdb

Precision Metal Works, Inc., Retirement Savings Plan

Sponsored by Precision Metal Works, Inc. · EIN 813012319 · Plan #001

Total assets
$4.1M
Net assets
$4.1M
Active participants
124
With balances
160

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
Lpl Financial Recordkeeping, Trustee (institutional), Other services $21,094
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $7,075
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees, Distribution (12b-1) fees $0