Association Of Equipment Manufacturers Pension Plan
Sponsored by Association Of Equipment Manufacturers · EIN 311796607 · Plan #001
- Total assets
- $9.9M
- Net assets
- $9.9M
- Active participants
- 62
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Capital Investment Advisors Inc CRD 107772 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Capital Invmnt Advisor | Investment advisory (plan) | $14,652 |
| Midwest Institutional Trust | Trustee (institutional) | $7,716 |