AUMdb

Retirement Income Security Plan Sure Steel, Inc.

Sponsored by Sure Steel, Inc. · EIN 870509964 · Plan #003

Total assets
$9.0M
Net assets
$9.0M
Active participants
530
With balances
163

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Healthequity Retirement Services, L Claims processing, Plan administrator, Investment advisory (plan) $18,311
Ameritas Life Insurance Corp Claims processing, Contract administrator, Recordkeeping $12,068
Matrix Trust Company Custodial (securities), Participant loan processing, Direct payment from the plan $1,554