AUMdb

Safety Marking Corp. 401(k) Plan

Sponsored by Safety Marking, Inc. · EIN 061267005 · Plan #003

Total assets
$9.5M
Net assets
$9.5M
Active participants
195
With balances
133

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
Fiducient Advisors Llc CRD 106720 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fiducient Advisors Investment advisory (plan) $39,552
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $19,406