AUMdb

Materion Corporation Pension Plan

Sponsored by Materion Corporation · EIN 341919973 · Plan #001

Total assets
$129M
Net assets
$129M
Active participants
455
With balances
0

Plan year beginning 06/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Clearstead Advisors, Llc CRD 105674 deterministic · 100% 2024
Victory Capital Management Inc. CRD 106189 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Workplace Consulting Contract administrator, Investment management fees (direct) $213,376
Legal And General Investment Investment management, Investment management fees (direct) $147,503
Clearstead Advisors, Llc Consulting (pension), Investment advisory (plan), Direct payment from the plan $100,120
Willis Towers Watson Us Llc Actuarial, Direct payment from the plan $78,313
Fifth Third Custody Trustee (institutional), Direct payment from the plan $43,495
Victory Capital Management Inc. Investment management, Soft dollars commissions $16,395
Riot Creative Imaging Direct payment from the plan $13,963
Meaden & Moore, Ltd. Accounting, Direct payment from the plan $13,500