Luvata Waterbury 401(k) Retirement Savings Plan
Sponsored by Luvata Waterbury, Inc. · EIN 161611733 · Plan #001
- Total assets
- $11.8M
- Net assets
- $11.8M
- Active participants
- 115
- With balances
- 111
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 |
|---|---|---|
| Mayflower Financial Advisors, Llc CRD 307857 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mayflower Financial Advisors Llc | Investment advisory (plan) | $21,605 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $4,217 |