AUMdb

Andersen Material Handling 401(k) Plan

Sponsored by Andersen Material Handling, Inc. · EIN 381722178 · Plan #001

Total assets
$23.9M
Net assets
$23.9M
Active participants
473
With balances
239

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
Cbiz Cpas P.C. Accounting, Direct payment from the plan $10,750
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $3,225
Osaic Wealth Inc Other commissions $0