AUMdb

District Council No. 14 Metal Polishers 401(k)

Sponsored by Board Of Trustees Of District Council No. 14 Metal Polishers · EIN 800967624 · Plan #001

Total assets
$7.7M
Net assets
$7.6M
Active participants
152
With balances
187

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
Legacy Professionals Llp Accounting $17,500
Transamerica Retirement Solutions Claims processing, Contract administrator, Recordkeeping $3,110
National Financial Services Securities brokerage, Securities brokerage commissions $0