AUMdb

Chem Tech Services 401 K Plan

Sponsored by Chem Tech Services, Inc. · EIN 751724696 · Plan #001

Total assets
$7.6M
Net assets
$7.6M
Active participants
200
With balances
136

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
Edward D. Jones & Co., L.P. CRD 250 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Edward D Jones & Co L.P, Investment advisory (plan) $31,706
Transamerica Life Ins Co Recordkeeping, Participant loan processing, Investment management fees (indirect) $11,774
Pentec Pension Mgmt Recordkeeping, Participant loan processing, Recordkeeping fees $1,680
Mesirow Financial, Inc. Investment advisory (plan) $1,315