Mach Machining Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Mach Machining Inc · EIN 770412441 · Plan #001 · San Jose, CA
- Total assets
- $4.9M
- Net assets
- $4.9M
- Active participants
- 202
- With balances
- 173
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Paychex Inc | Recordkeeping | $12,187 |
| Lpl Financial | Investment advisory (participants) | $9,063 |
| Levelized Compensation Advisor | Investment advisory (plan) | $7,662 |