Aetrex, Inc. 401(k) Plan
Sponsored by Aetrex, Inc. · EIN 132643848 · Plan #001
- Total assets
- $10.9M
- Net assets
- $10.9M
- Active participants
- 142
- With balances
- 122
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 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Rpcp | Investment advisory (plan), Direct payment from the plan | $26,279 |
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $15,900 |