AUMdb

Metrohm Usa, Inc. And Its Affiliated Companies 401(k) Plan

Sponsored by Brinkmann Instruments, Inc. Dba Metrohm Usa, Inc. · EIN 260130818 · Plan #001

Total assets
$58.1M
Net assets
$58.1M
Active participants
386
With balances
475

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
Ubs Financial Services Inc. CRD 8174 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $42,308
Ubs Financial Services, Inc. Investment advisory (plan) $30,000
Retirement Solutions Specialists Contract administrator $16,224
Empower Advisory Group, Llc Investment management $6,890