AUMdb

Alton Steel, Inc. 401(k) Plan

Sponsored by Alton Steel, Inc. · EIN 371414820 · Plan #002

Total assets
$25.3M
Net assets
$25.3M
Active participants
248
With balances
252

Plan year beginning 10/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Creative Planning, Inc Investment advisory (plan), Direct payment from the plan $55,048
Principal Life Insurance Company Contract administrator, Recordkeeping fees, Participant loan processing $41,947
Benefit Plans Plus, Llc Contract administrator, Other fees, Other services $0