AUMdb

Fuchs North America, Inc. 401(k) Plan

Sponsored by Fuchs North America, Inc. · EIN 521755423 · Plan #003

Total assets
$16.9M
Net assets
$16.9M
Active participants
194
With balances
227

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $31,378
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $25,953
Empower Advisory Group, Llc Investment management $8,042