AUMdb

Mcelroy Metal Mill, Inc. Profit Sharing & 401(k) Plan

Sponsored by Mcelroy Metal, Inc. · EIN 720573087 · Plan #001

Total assets
$69.3M
Net assets
$69.3M
Active participants
664
With balances
797

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $82,079
Mercer Investments Llc Consulting (general), Insurance brokerage commissions $45,487
National Financial Sercives Securities brokerage, Securities brokerage commissions $0