Elg Haniel Metals Corp. And Subsidiaries Tax Deferred Savings Plan
Sponsored by Elg Haniel Metals Corp. · EIN 133248083 · Plan #002
- Total assets
- $29.0M
- Net assets
- $29.0M
- Active participants
- 153
- With balances
- 197
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 |
|---|---|---|
| Petredis Investment Advisors Llc CRD 322371 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Petredis Investment Advisors Llc | Investment advisory (plan), Investment management fees (direct) | $68,972 |
| Alerus Financial, N.A. | Recordkeeping, Custodial (securities), Participant loan processing | $22,721 |