AUMdb

Scot Forge Company 401(k) Plan

Sponsored by Scot Forge Company · EIN 362911912 · Plan #003

Total assets
$63.2M
Net assets
$63.2M
Active participants
526
With balances
600

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Oneamerica Retirement Services Llc Recordkeeping, Participant loan processing, Participant communication $70,959
Matrix Trust Company Custodial (securities), Trustee (institutional), Trustee (directed) $0