AUMdb

Anchor Industries, Inc. 401 K Plan

Sponsored by Anchor Industries, Inc. · EIN 350146550 · Plan #002 · Evansville, IN

Total assets
$18.8M
Net assets
$18.8M
Active participants
342
With balances
403

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $49,842
Old National Wealth Management Investment advisory (plan) $15,000
Harding, Shymanski And Company, P. Accounting $10,600