Automatic Equipment Mfg. Co. Retirement Savings Plan
Sponsored by Automatic Equipment Mfg. Co. · EIN 470521127 · Plan #001
- Total assets
- $9.1M
- Net assets
- $9.1M
- Active participants
- 127
- With balances
- 142
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 |
|---|---|---|
| Security National Bank | Trustee (institutional), Recordkeeping fees, Investment management | $41,133 |
| Mcmillen Company, P.C. | Accounting | $16,400 |
| Charles Schwab Trust Bank | Custodial (securities), Shareholder servicing fees | $2,149 |
| Charles Schwab & Co Inc. | Custodial (securities), Shareholder servicing fees | $0 |