Modern Manufacturing & Engineering Inc. Retirement/Savings Plan
Sponsored by Modern Manufacturing & Engineering Inc. · EIN 411775912 · Plan #001
- Total assets
- $16.5M
- Net assets
- $16.5M
- Active participants
- 166
- With balances
- 130
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 |
|---|---|---|
| Cliftonlarsonallen Wealth Advisors, Llc CRD 38357 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cliftonlarsonallen Wealth Advisors | Investment advisory (plan) | $38,403 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $36,517 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $14,627 |