AUMdb

Amfabsteel, Inc. 401(k) Retirement Plan

Sponsored by Amfabsteel Inc · EIN 850327164 · Plan #001

Total assets
$4.0M
Net assets
$3.9M
Active participants
172
With balances
292

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
Edward D. Jones & Co., L.P. CRD 250 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Edward Jones Investment advisory (participants) $19,269
John Hancock Life Insurance Recordkeeping, Investment management, Shareholder servicing fees $4,222
Wilshire Associates Inc Investment advisory (participants) $642