AUMdb

Modern Welding Company 401(k) Savings Plan

Sponsored by Modern Welding Company, Inc. · EIN 611229111 · Plan #002

Total assets
$33.9M
Net assets
$33.9M
Active participants
370
With balances
412

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
Ameriprise Financial Services, Llc CRD 6363 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Ameriprise Financial Investment advisory (plan), Direct payment from the plan $55,818
Ascensus Llc Other commissions, Participant loan processing, Recordkeeping fees $42,378
Cherry Bekaert Llp Accounting, Direct payment from the plan $11,021