AUMdb

Machinists, Inc. 401(k) Savings Plan & Trust

Sponsored by Machinists, Inc. · EIN 910694678 · Plan #002

Total assets
$21.8M
Net assets
$21.8M
Active participants
123
With balances
171

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
American Trust Company Contract administrator, Recordkeeping, Trustee (discretionary) $40,499
Trutina Financial Investment advisory (plan), Direct payment from the plan $37,458