AUMdb

Calcium Products Inc. Retirement Savings Plan

Sponsored by Calcium Products Inc. · EIN 421300275 · Plan #001

Total assets
$6.8M
Net assets
$6.8M
Active participants
118
With balances
152

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 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Edward D Jones & Company Investment advisory (plan) $14,985
Transamerica Life Insurance Company Recordkeeping, Float revenue, Participant loan processing $5,558
Superiorusa Corporation Recordkeeping, Participant loan processing, Recordkeeping fees $2,530
Mesirow Financial, Inc. Investment advisory (plan) $1,238