Adept Fasteners, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Adept Fasteners, Inc. · EIN 200521369 · Plan #001
- Total assets
- $32.1M
- Net assets
- $32.1M
- Active participants
- 277
- With balances
- 229
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $56,196 |
| Pension Profit Sharing Services Inc | Contract administrator | $17,674 |
| Empower Advisory Group, Llc | Investment management | $8,999 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $0 |