AUMdb

Central Iowa Sheet Metal Workers Supplemental Retirement 401(k) Plan

Sponsored by Central Iowa Sheet Metal Workers Supplemental Retirement 401(k) · EIN 421401231 · Plan #001

Total assets
$61.8M
Net assets
$61.8M
Active participants
470
With balances
496

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
Fiducient Advisors Llc CRD 106720 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fiducient Advisors Investment advisory (plan) $36,050
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $19,513
Deboer & Associates, Pc Accounting $17,395
Blake & Uhlig, P.A Legal $11,321
Sheet Metal Workers Int'l Union 45 Plan administrator $8,017