AUMdb

Maxim Crane Works Lp 401(k) Plan

Sponsored by Maxim Crane Works, Lp · EIN 251739175 · Plan #003

Total assets
$107M
Net assets
$107M
Active participants
597
With balances
812

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Raymond James & Associates Inc Investment advisory (plan) $101,855
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $95,247