AUMdb

Conrad Industries Retirement Plan

Sponsored by Conrad Industries, Inc. · EIN 721416999 · Plan #001 · Morgan City, LA

Total assets
$39.7M
Net assets
$39.7M
Active participants
458
With balances
278

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $12,406
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$24,552