Hadco Metal Trading Co., Llc 401 K Plan
Sponsored by Hadco Metal Trading Co., Llc · EIN 204094707 · Plan #002
- Total assets
- $9.2M
- Net assets
- $9.2M
- Active participants
- 223
- With balances
- 237
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Co | Contract administrator, Recordkeeping fees, Participant loan processing | $64,689 |
| Associated Pension Consultants | Contract administrator, Other fees, Direct payment from the plan | $4,355 |
| Sbhu Life Agency Inc | Other services, Other commissions, Other fees | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |