Elyria/Hodge Foundry Company 401(k) Savings & Investment Plan
Sponsored by Elyria Foundry Company, Llc · EIN 341399404 · Plan #001
- Total assets
- $12.5M
- Net assets
- $12.5M
- Active participants
- 200
- With balances
- 211
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 |
|---|---|---|
| Strategies Wealth Advisors, Llc CRD 289913 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $48,934 |
| Strategies Wealth Advisors Llc | Consulting (general), Investment advisory (plan), Insurance brokerage commissions | $27,564 |