Grede Wisconsin Llc Retirement Income Plan
Sponsored by Grede Wisconsin Subsidiaries, Llc · EIN 391535863 · Plan #003
- Total assets
- $10.2M
- Net assets
- $10.2M
- Active participants
- 0
- 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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
| Principal Global Investors, Llc CRD 109002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $46,969 |
| Principal Global Investors Llc | Investment advisory (plan), Direct payment from the plan | $8,870 |
| Kestra Advisory Services | Investment advisory (plan), Direct payment from the plan | $8,179 |
| Gjc Cpas Advisors | Accounting, Investment advisory (plan), Direct payment from the plan | $5,600 |