Concept 401(k) Plan
Sponsored by Concept Machine Tool Sales, Llc · EIN 411241969 · Plan #002
- Total assets
- $13.8M
- Net assets
- $13.8M
- Active participants
- 166
- With balances
- 187
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Advisors, Inc. | Investment advisory (plan) | $30,880 |
| John Hancock | Recordkeeping, Investment management, Shareholder servicing fees | $20,999 |
| Olson, Thielen & Co., Ltd. | Accounting | $14,900 |
| Tax Sheltered Compensation, Inc. | Contract administrator | $8,645 |