AUMdb

Feldmeier Equipment, Inc. 401(k) Plan

Sponsored by Feldmeier Equipment, Inc. · EIN 150599364 · Plan #001

Total assets
$34.5M
Net assets
$34.5M
Active participants
373
With balances
442

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
Lawley Retirement Advisors, Llc CRD 282786 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lawley Retirement Advisors Llc Investment advisory (plan) $40,000
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $29,021