AUMdb

Mechatronics, Inc. 401(k) Profit Sharing Plan

Sponsored by Mechatronics, Inc. · EIN 911283217 · Plan #001

Total assets
$15.6M
Net assets
$15.6M
Active participants
129
With balances
179

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
Pacific Portfolio Consulting Consulting (pension), Direct payment from the plan $33,803
Northwest Plan Services Recordkeeping, Participant loan processing, Other services $23,891
Charles Schwab Bank Custodial (other), Custodial (securities), Trustee (institutional) $6,190