AUMdb

Iscar Metals 401(k) Plan

Sponsored by Iscar Metals, Inc. · EIN 112129228 · Plan #001

Total assets
$69.6M
Net assets
$69.6M
Active participants
368
With balances
332

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
Legacy 401 K Partners, Llc CRD 181525 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Legacy 401 K Partners Investment advisory (plan) $24,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $21,288