AUMdb

Keystone Powdered Metal Company Retirement Plan

Sponsored by Keystone Powdered Metal Company · EIN 251635401 · Plan #008

Total assets
$8.7M
Net assets
$8.7M
Active participants
190
With balances
247

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
Capfinancial Partners, Llc CRD 175112 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Boris Benic And Associates Llp Other fees $26,493
Empower Annuity Insurance Company Recordkeeping fees $23,566
Capfinancial Partners Llc Dba Captr Investment advisory (plan) $4,985
The Wagner Law Group Other fees $2,575