AUMdb

Natoli Engineering Employees 401(k) Profit Sharing Plan

Sponsored by Natoli Engineering Company, Inc. · EIN 362768378 · Plan #001

Total assets
$9.3M
Net assets
$9.3M
Active participants
295
With balances
206

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
Fidelity Investments Institutional Participant loan processing, Account maintenance fees, Sub-transfer agency fees $23,073
Kiefer Bonfanti & Co. Llp Accounting $10,000