AUMdb

Precision Custom Components, Llc 401(k) Plan

Sponsored by Precision Custom Components, Llc · EIN 260075116 · Plan #005

Total assets
$15.2M
Net assets
$15.2M
Active participants
145
With balances
152

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
Greenspring Advisors, Llc CRD 132669 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Greenspring Advisors, Llc Investment advisory (plan) $29,421
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $23,501
Strategic Advisors, Inc. Investment advisory (plan) $5,346