Applied Engineering, Inc. Employee Stock Ownership Plan And Trust
Sponsored by Applied Engineering, Inc. · EIN 450396816 · Plan #002
- Total assets
- $18.8M
- Net assets
- $18.7M
- Active participants
- 83
- With balances
- 249
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 |
|---|---|---|
| Valmark Advisers Inc CRD 108050 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Valmark Advisers Inc | Investment advisory (plan) | $28,659 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $20,162 |
| Empower Advisory Group, Llc | Investment management | $1,653 |