AUMdb

Snell Motor Company 401(k) Plan

Sponsored by Snell Motor Company, Inc. · EIN 751429319 · Plan #001

Total assets
$11.7M
Net assets
$11.7M
Active participants
362
With balances
473

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $27,890
Definiti Llc Contract administrator $22,111
Empower Annuity Insurance Company Recordkeeping fees $19,838
Whitley Penn Accounting $11,304