AUMdb

Continental Disc Corporation Llc 401(k) Plan

Sponsored by Continental Disc Corporation Llc · EIN 430834253 · Plan #002

Total assets
$33.8M
Net assets
$33.8M
Active participants
272
With balances
342

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
Moneta Group Investment Advisors, Llc CRD 104727 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $47,196
Moneta Group Investment Advisors Investment advisory (plan) $23,494
Cook Street Consulting Inc Investment advisory (plan) $8,750