Advance Turning & Manufacturing, Inc. 401(k) Plan
Sponsored by Advance Turning & Manufacturing, Inc. · EIN 381994646 · Plan #001
- Total assets
- $25.5M
- Net assets
- $25.5M
- Active participants
- 283
- With balances
- 317
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 |
|---|---|---|
| Dillon & Associates Inc CRD 104662 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Dillon And Associates | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $81,830 |
| Sentinel Benefits Group, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $48,934 |
| Charles Schwab Trust Bank | Custodial (securities), Direct payment from the plan, Trustee (institutional) | $7,537 |