AUMdb

Solutions Manufacturing 401(k) Plan

Sponsored by Solutions Manufacturing · EIN 061281754 · Plan #001

Total assets
$16.8M
Net assets
$16.8M
Active participants
41
With balances
122

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
Connecticut Wealth Management, Llc CRD 154310 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
Connecticut Wealth Management Investment advisory (plan) $38,067
Empower Annuity Insurance Company O Recordkeeping fees $17,506
Empower Advisory Group, Llc Investment management $2,480
Pension Consultants, Inc. Accounting $2,310