AUMdb

Elemetal, Llc 401(k) Retirement Plan

Sponsored by Elemetal, Llc · EIN 455210875 · Plan #001

Total assets
$8.4M
Net assets
$8.4M
Active participants
138
With balances
188

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
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $25,303
Gallagher Fiduciary Advisors Llc Investment advisory (plan) $15,000