Commercial Tool & Die, Inc. Employee 401(k)/Profit Sharing Plan
Sponsored by Commercial Tool & Die, Inc. · EIN 382081736 · Plan #001
- Total assets
- $25.2M
- Net assets
- $25.2M
- Active participants
- 295
- With balances
- 339
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 |
|---|---|---|
| Principal Securities, Inc. CRD 1137 | 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 |
|---|---|---|
| Principal Securities Inc | Investment advisory (plan) | $40,085 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $29,560 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $11,315 |