AUMdb

Arise Industrial Manufacturing 401(k) Plan

Sponsored by Arise Industrial Manufacturing · EIN 882946436 · Plan #001

Total assets
$8.9M
Net assets
$8.9M
Active participants
272
With balances
140

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
Meyers Wealth Management, Llc CRD 289801 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Meyers Wealth Management Investment management $43,584
North American Ktrade Alliance, Llc Shareholder servicing fees, Recordkeeping fees $31,779
Latitude Service Company, Inc Recordkeeping, Other services $12,022