AUMdb

Peterson Spring Corporation Consolidated Uaw Retirement Income Plan

Sponsored by Peterson American Corporation · EIN 340909874 · Plan #011

Total assets
$2.0M
Net assets
$2.0M
Active participants
52
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

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

Firm Match Plan year
Sei Investments Management Corp CRD 105146 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Uhy, Llp Accounting $22,500
Sei Investments Company Trustee (institutional), Direct payment from the plan, Investment management $6,485
Conrad Siegel Actuarial, Recordkeeping, Consulting (pension) $0