AUMdb

The Acutronic Company 401(k) Retirement Savings Plan

Sponsored by The Acutronic Company · EIN 831101488 · Plan #001

Total assets
$15.3M
Net assets
$15.3M
Active participants
127
With balances
158

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
Jms Capital Group Wealth Services, Llc CRD 281325 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Jms Capital Group Wealth Services Investment advisory (plan) $61,852
Baker Tilly Virchow Krause, Llp Contract administrator $8,178
Empower Annuity Insurance Company Recordkeeping fees $0