AUMdb

Fortec Medical, Inc. 401(k) Profit Sharing

Sponsored by Fortec Medical, Inc. · EIN 341662721 · Plan #001

Total assets
$59.3M
Net assets
$59.3M
Active participants
810
With balances
886

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Voya Retirement Insurance & Annuity Recordkeeping, Investment advisory (participants), Recordkeeping fees $45,282
Voya Retirement Advisors, Llc Investment advisory (participants) $13,060
Equitable Advisors Llc Other fees $0
Morningstar Investment advisory (plan) $0