Belimo Americas Savings Plan
Sponsored by Belimo Aircontrols (Usa), Inc. · EIN 222879066 · Plan #001
- Total assets
- $80.9M
- Net assets
- $80.9M
- Active participants
- 514
- With balances
- 617
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors Llc | Investment advisory (plan) | $69,742 |
| Empower Advisory Group, Llc | Investment management | $44,133 |
| Empower Annuity Insurance Company | Recordkeeping fees | $8,403 |