AUMdb

Employees' Pension Plan Of Glasstech, Inc.

Sponsored by Glasstech, Inc. · EIN 133440225 · Plan #002

Total assets
$15.3M
Net assets
$15.3M
Active participants
65
With balances
73

Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

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

Firm Match Plan year
Concurrent Investment Advisors, Llc CRD 323135 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Concurrent Investment Advisors Investment advisory (plan) $20,775
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $8,588