Bystronic Inc. 401(k) Profit Sharing Plan
Sponsored by Bystronic Inc. · EIN 112473193 · Plan #001
- Total assets
- $22.4M
- Net assets
- $22.4M
- Active participants
- 249
- With balances
- 302
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 |
|---|---|---|
| Fiera Capital (Asia), L.P. CRD 296307 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Clearwater Capital Partners Llc | Investment advisory (plan) | $62,025 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $46,906 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $0 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |