AUMdb

Kovatch Castings, Inc. 401(k) Profit Sharing Plan

Sponsored by Kovatch Castings · EIN 341198748 · Plan #001

Total assets
$10.2M
Net assets
$10.2M
Active participants
206
With balances
207

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Co. Recordkeeping fees $16,385
Kovatch Castings, Inc. Accounting $14,300
Global Retirement Partners Llc Investment advisory (plan) $11,951
Trinity Pension Consultants Inc. Contract administrator $8,680
Empower Advisory Group Llc Investment management $2,981