Strategic Materials Employee Retirement Plan
Sponsored by Strategic Materials · EIN 760297116 · Plan #001
- Total assets
- $20.5M
- Net assets
- $20.5M
- Active participants
- 576
- With balances
- 763
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Towers Watson Investment Services, Inc. CRD 110473 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Towers Watson Investment Services | Investment advisory (plan) | $46,355 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $29,857 |
| Pannell Kerr Forster Of Texas Pc | Consulting (general) | $25,356 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,001 |