AUMdb

Electrical Design & Motor Control, Inc. 401(k) Plan

Sponsored by Electrical Design & Motor Control, Inc. · EIN 680370775 · Plan #001

Total assets
$12.7M
Net assets
$12.7M
Active participants
84
With balances
122

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
Capital Planning Group, Llc CRD 118921 fuzzy_auto · 93% 2024
T. Rowe Price (Canada) Inc. CRD 107290 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Capital Planning Advisors, Llc Investment advisory (participants), Investment management, Investment management fees (direct) $53,342
T. Rowe Price Recordkeeping, Investment management, Shareholder servicing fees $9,270
Bidwell Consulting Services, Inc Recordkeeping, Consulting (pension), Participant loan processing $8,000