Solve Industrial Motion Group, Llc Retirement Plan
Sponsored by Solve Industrial Motion Group, Llc · EIN 561880722 · Plan #001 · Charlotte, NC
- Total assets
- $11.1M
- Net assets
- $11.1M
- Active participants
- 220
- With balances
- 235
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Clearing Services Llc | Investment advisory (plan) | $33,753 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $19,952 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $12,361 |