Mks Instruments, Inc. Profit Sharing & 401(k) Plan
Sponsored by Mks Instruments, Inc. · EIN 042277512 · Plan #001
- Total assets
- $840M
- Net assets
- $840M
- Active participants
- 2,905
- With balances
- 4,076
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $102,268 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $91,578 |
| Capfinancial Partners, Llc. | Investment advisory (plan) | $64,750 |
| Bdo Usa, P.C. | Accounting | $44,060 |