Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan
Sponsored by Applied Mechanical Systems, Inc. · EIN 310846401 · Plan #001
- Total assets
- $19.8M
- Net assets
- $19.8M
- Active participants
- 195
- With balances
- 223
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 |
|---|---|---|
| Ironshore Financial, Llc | Investment management fees (direct) | $18,000 |
| Twg Benefits, Inc. | Recordkeeping fees | $13,347 |
| Dynamic Pension Services, Inc. | Contract administrator | $7,135 |
| Matrix Trust Company | Custodial (securities) | $7,103 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $19.8M | 195 | ack 20251002122141NAL0000331139001 |
| 01/01/2021 | $17.3M | 200 | ack 20250227165722NAL0004296960001 |
| 01/01/2020 | $15.4M | 198 | ack 20250227165043NAL0002290001001 |