AUMdb

Aechelon Technology 401(k) Plan

Sponsored by Aechelon Technology, Inc. · EIN 770493667 · Plan #001

Total assets
$42.7M
Net assets
$42.7M
Active participants
180
With balances
225

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $2,338
Purshe Kaplan Sterling Inv Other commissions $0