AUMdb

Arcoro Holdings Corp. Profit Sharing Plan

Sponsored by Exaktime Innovations, Inc. · EIN 010552589 · Plan #001

Total assets
$17.3M
Net assets
$17.3M
Active participants
277
With balances
298

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
Ameriprise Financial Services, Llc CRD 6363 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ameriprise Financial Services Inc Investment advisory (plan) $63,118
Administrative Group, Llc Dba Tag Recordkeeping, Participant loan processing, Recordkeeping fees $15,589
Scott Miller Cpa & Associates Inc Accounting $12,500
Pinnacle Plan Design, Llc Recordkeeping, Participant loan processing, Recordkeeping fees $11,788
Transamerica Financial Life Insuran Recordkeeping, Participant loan processing, Investment management fees (indirect) $835
Voya Retirement Insurance & Annuity Recordkeeping fees $350