AUMdb

American Electronics, Inc. 401(k) Savings And Profit Sharing Plan

Sponsored by American Electronics, Inc. · EIN 521292002 · Plan #002

Total assets
$26.2M
Net assets
$26.2M
Active participants
120
With balances
240

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
Cbiz Investment Advisory Services, Llc CRD 286002 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Cbiz Investment Advisory Services Investment advisory (plan) $40,620
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$16,252