AUMdb

Speedy Metals, Llc Profit Sharing 401(k) Plan And Trust

Sponsored by Speedy Metals, Llc · EIN 392027025 · Plan #001

Total assets
$5.8M
Net assets
$5.8M
Active participants
133
With balances
139

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
Kestra Advisory Services, Llc CRD 283330 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Ins Co Of America Recordkeeping fees $41,045
Kestra Advisory Services Llc Investment advisory (plan) $19,127
Integrity Retirement Plan Services Contract administrator $2,259
Empower Advisory Group, Llc Investment management $440
Carnow & Associates, Ltd. Contract administrator -$629