AUMdb

Attala Holdings Llc Retirement Plan

Sponsored by Attala Steel Industries, Llc · EIN 861141747 · Plan #001

Total assets
$2.5M
Net assets
$2.5M
Active participants
114
With balances
347

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
Rpa Financial, Llc CRD 294105 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Nationwide Recordkeeping, Custodial (other), Participant loan processing $8,803
Rpa Financial, Llc Investment advisory (participants), Investment advisory (plan), Investment management $5,667
Definiti Llc Contract administrator $1,700