Amax Profit Sharing 401(k) Plan
Sponsored by Amax Engineering Corporation · EIN 770046535 · Plan #001
- Total assets
- $25.7M
- Net assets
- $25.7M
- Active participants
- 136
- With balances
- 125
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 |
|---|---|---|
| Innovest Portfolio Solutions Llc CRD 106110 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Innovest Portfolio Solutions Llc | Investment advisory (plan), Investment management fees (direct) | $8,117 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $2,052 |