AUMdb

Mte Employee Savings And Retirement Plan

Sponsored by Mechanical Tool & Engineering Co. · EIN 362260687 · Plan #002

Total assets
$30.5M
Net assets
$30.5M
Active participants
249
With balances
199

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
Midland States Bank Trustee (discretionary) $108,852
Charles Schwab & Co., Inc. Shareholder servicing fees $0