Associated Equipment Company, Inc. Profit Sharing & 401 K Plan
Sponsored by Associated Equipment Company, Inc. · EIN 203433875 · Plan #001
- Total assets
- $35.4M
- Net assets
- $35.4M
- Active participants
- 148
- With balances
- 172
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Frost Bank | Investment advisory (plan), Investment management fees (indirect) | $40,126 |
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $35,445 |
| Mattrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |