Heavy Machines, Llc 401(k) Profit Sharing Plan
Sponsored by Heavy Machines Llc · EIN 620850651 · Plan #001
- Total assets
- $19.7M
- Net assets
- $19.7M
- Active participants
- 181
- With balances
- 326
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $10,364 |
| Cambridge Investment Research, Inc. | Investment advisory (plan) | $8,500 |
| Fidelity Investments Inst. Ops Co. | Participant loan processing, Recordkeeping fees, Account maintenance fees | $7,196 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $19.7M | 181 | ack 20251218111343NAL0008165680001 |
| 06/01/2021 | $15.9M | 151 | ack 20251219142833NAL0003440755001 |