AUMdb

Mazak Optonics Corporation 401(k) Plan

Sponsored by Mazak Optonics Corporation · EIN 202426301 · Plan #001

Total assets
$18.9M
Net assets
$18.9M
Active participants
125
With balances
168

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Clark Schaefer Hackett & Co Accounting $38,000
Morgan Stanley Investment advisory (plan) $35,905
Empower Annuity Insurance Company Recordkeeping fees $13,056
Empower Advisory Group, Llc Investment management $12,988