Square Deal Machining, Inc. 401(k) Plan
Sponsored by Square Deal Machining, Inc · EIN 161556543 · Plan #001
- Total assets
- $6.5M
- Net assets
- $6.5M
- Active participants
- 261
- With balances
- 131
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 |
|---|---|---|
| Nbt Bank. N.A. | Trustee (institutional) | $36,591 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |
| Epic Retirement Plan Services | Recordkeeping, Participant communication | $0 |