Affordable Engineering Services, Inc. 401(k) Plan
Sponsored by Affordable Engineering Services, Inc. · EIN 593812042 · Plan #001
- Total assets
- $15.9M
- Net assets
- $15.9M
- Active participants
- 410
- With balances
- 428
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 |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $74,766 |
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $34,340 |
| James Miller Cpa Pc | Accounting | $10,750 |
| Economic Group Pension | Contract administrator | $6,477 |
| Flexpath Strategies Llc | Other fees | $3,166 |
| Economic Group Pension | Contract administrator | $450 |