Akrs Equipment Solutions Inc. 401 K Plan
Sponsored by Akrs Equipment Solutions Inc. · EIN 270619457 · Plan #001
- Total assets
- $86.4M
- Net assets
- $86.4M
- Active participants
- 736
- With balances
- 777
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Mariner Wealth Advisors Ic, Llc CRD 289886 | fuzzy_auto · 98% | 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 | $83,492 |
| Global Retirement Partners Llc | Investment advisory (plan) | $37,819 |
| Msec Llc | Investment advisory (plan) | $19,400 |
| Mariner Wealth Advisors | Investment advisory (participants) | $8,500 |
| Bland & Associates | Accounting | $5,000 |