Kloeckner Metals Defined Benefit Plan
Sponsored by Kloeckner Metals Corporation · EIN 382046626 · Plan #002
- Total assets
- $184M
- Net assets
- $184M
- Active participants
- 375
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Principly, Inc. CRD 281813 | fuzzy_auto · 96% | 2024 |
| Retirement Fund Management, Llc CRD 126573 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman | Actuarial, Recordkeeping | $263,147 |
| Principal | Trustee (institutional), Investment management | $245,829 |
| Retirement Fund Mgmt | Investment management | $93,480 |
| Windham Brannon, Llc | Accounting | $18,250 |