Mtl Holdings, Llc Retirement Readiness Plan
Sponsored by Metal Era, Llc · EIN 391464141 · Plan #002
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $34,745 |
| Lpl Financial Corporation | Investment advisory (plan), Consulting (general), Insurance brokerage commissions | $27,000 |
| Morgan Stanley Global Banking Ops | Investment advisory (plan), Direct payment from the plan | $18,027 |