AUMdb

Precision Products Machining Group, Llc Plan

Sponsored by Precision Products Machining Group, Llc · EIN 994001694 · Plan #005

Total assets
$21.9M
Net assets
$21.9M
Active participants
285
With balances
220

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
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $29,663
Gallagher Fiduciary Advisors Llc Investment advisory (plan) $15,809
Merrill Lynch Investment advisory (participants) $6,898