AUMdb

Thielsch Engineering Inc. 401(k) Savings Plan

Sponsored by Thielsch Engineering, Inc. · EIN 050405629 · Plan #001

Total assets
$65.2M
Net assets
$65.2M
Active participants
622
With balances
779

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
Capital Wealth Management, Llc CRD 157959 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $95,524
The Waterford Group Investment advisory (plan) $37,101
Capital Wealth Management, Llc Investment advisory (plan) $25,430