Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan
Sponsored by Advanced Energy Industries, Inc. · EIN 840846841 · Plan #001 · Fort Collins, CO
- Total assets
- $260M
- Net assets
- $260M
- Active participants
- 1,136
- With balances
- 1,618
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $53,610 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $43,011 |
| First Western Trust | Investment advisory (plan) | $11,250 |