AUMdb

Ball Chain Manufacturing Company, Inc. 401(k) Profit Sharing Plan

Sponsored by Ball Chain Manufacturing Company, Inc. · EIN 131696763 · Plan #003

Total assets
$7.7M
Net assets
$7.7M
Active participants
73
With balances
135

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 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
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $40,474
Empower Life & Annuity Ins Co Of Ny Recordkeeping fees $20,553
Empower Advisory Group, Llc Investment management $898