AUMdb

Elma Electronic Inc. Savings Plan

Sponsored by Elma Electronic Inc. · EIN 133276071 · Plan #001

Total assets
$64.5M
Net assets
$64.5M
Active participants
302
With balances
391

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
Truist Bank Investment management, Direct payment from the plan $62,500
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $20,155
Uhy Llp Accounting, Direct payment from the plan $16,400
Charles Schwab Trust Bank Trustee (directed), Investment management fees (indirect), Shareholder servicing fees $0
Charles Schwab & Co., Inc. Shareholder servicing fees $0