AUMdb

Maxon Industries 401(k) Plan

Sponsored by Maxon Industries, Inc. · EIN 954386345 · Plan #002

Total assets
$34.8M
Net assets
$34.8M
Active participants
136
With balances
122

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
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Shareholder servicing fees, Sub-transfer agency fees $132,989