AUMdb

Worthington Steel, Inc. 401(k) Retirement Savings Plan

Sponsored by Worthington Steel, Inc. · EIN 922632000 · Plan #001

Total assets
$523M
Net assets
$523M
Active participants
2,687
With balances
3,258

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

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

Firm Match Plan year
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Morgan Stanley Investment advisory (plan) $56,231
Meaden & Moore Accounting $15,224
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$72,262