AUMdb

Puckett Machinery Company 401(k) Retirement Savings Plan And Trust

Sponsored by Puckett Machinery Company · EIN 640395517 · Plan #001

Total assets
$50.6M
Net assets
$50.6M
Active participants
514
With balances
503

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Trustmark National Bank Trustee (directed) $64,687
Empower Advisory Group, Llc Investment management $26,780
Empower Annuity Insurance Company Recordkeeping fees $24,557