Lin Engineering, Inc. & Applied Motion Products, Inc. 401(k) Profit Sharing Plan
Sponsored by Lin Engineering, Inc. · EIN 770287094 · Plan #001
- Total assets
- $9.9M
- Net assets
- $9.9M
- Active participants
- 138
- With balances
- 124
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 |
|---|---|---|
| Wespac Advisors, Llc CRD 148242 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wespac Advisors, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $22,626 |
| Wespac Plan Services, Llc | Contract administrator, Recordkeeping, Participant loan processing | $19,410 |
| Charles Schwab Trust Bank | Contract administrator, Account maintenance fees | $5,061 |