Trace Die Cast, Inc. 401(k) Profit Sharing Retirement Plan
Sponsored by Trace Die Cast, Inc. · EIN 611136668 · Plan #001
- Total assets
- $14.0M
- Net assets
- $14.0M
- Active participants
- 369
- With balances
- 157
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 |
|---|---|---|
| Cerity Partners Retirement Plan Advisors Llc CRD 164198 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cerity Partners Retirement Plan | Investment advisory (plan) | $37,252 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $25,145 |