Southern Aluminum Finishing Co. 401(k) Profit Sharing Plan
Sponsored by Southern Aluminum Finishing Co. · EIN 580676654 · Plan #001
- Total assets
- $11.3M
- Net assets
- $11.3M
- Active participants
- 176
- With balances
- 233
Plan year beginning 08/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Float revenue, Recordkeeping fees | $30,295 |
| Osaic Wealth | Investment advisory (plan) | $29,413 |