AUMdb

Superior Extrusion, Inc. 401(k) Plan

Sponsored by Superior Extrusion, Inc. · EIN 383304328 · Plan #001

Total assets
$7.7M
Net assets
$7.7M
Active participants
192
With balances
192

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
Kerberrose Wealth Management, Llc CRD 168787 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $18,181
Kerber Rose Wealth Management Investment advisory (plan) $16,042