AUMdb

Swiss Automation, Inc. 401(k) Plan

Sponsored by Swiss Automation, Inc. · EIN 362994700 · Plan #001

Total assets
$8.3M
Net assets
$8.3M
Active participants
283
With balances
166

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
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $1,375