AUMdb

Reliable Pmw 401(k) Plan

Sponsored by Reliable Tool & Machine Company Inc. · EIN 350997577 · Plan #001

Total assets
$5.6M
Net assets
$5.6M
Active participants
116
With balances
129

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
Sym Financial Corporation CRD 107517 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Sym Financial Corporation Investment advisory (plan) $26,981
Empower Annuity Ins. Co. Of America Recordkeeping fees $19,490
Dulin Ward & Dewald Inc Accounting $4,505
Retirement Plan Concepts & Services Contract administrator $1,200