AUMdb

Applied Control Equipment 401(k) Plan

Sponsored by Applied Control Management, Inc. · EIN 264313888 · Plan #001

Total assets
$35.1M
Net assets
$35.1M
Active participants
228
With balances
292

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
Ima Advisory Services, Inc. CRD 112091 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ima Advisory Services, Inc. Investment advisory (plan), Direct payment from the plan $65,111
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $59,346