AUMdb

Swanton Welding & Machining Co., Inc. 401(k) Plan

Sponsored by Swanton Welding And Machining Co., Inc. · EIN 341374577 · Plan #001

Total assets
$9.8M
Net assets
$9.8M
Active participants
117
With balances
174

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
Venture Visionary Partners Llc CRD 304237 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Venture Visionary Partners Investment advisory (plan), Direct payment from the plan $19,905
Ascensus Llc Other fees, Participant loan processing, Recordkeeping fees $3,641