Analytical Services & Materials, Inc. 401(k) Profit Sharing Plan
Sponsored by Analytical Services & Materials, Inc. · EIN 541244719 · Plan #001
- Total assets
- $26.0M
- Net assets
- $26.0M
- Active participants
- 77
- With balances
- 131
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $92,657 |
| Clients 1 St Cpa, Pc | Accounting, Direct payment from the plan | $17,000 |
| Raymond James & Associates, Inc. | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |