Sioux City Foundry 401(k) Plan
Sponsored by Sioux City Foundry Co · EIN 420942411 · Plan #003
- Total assets
- $6.7M
- Net assets
- $6.7M
- Active participants
- 76
- With balances
- 110
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Security National Bank | Recordkeeping fees, Recordkeeping, Investment management | $33,947 |
| Henjes Conner & Williams Pc | Accounting | $26,203 |
| Charles Schwab Trust Bank | Shareholder servicing fees, Float revenue, Investment advisory (participants) | $2,963 |
| Charles Schwab & Co., Inc. | Custodial (securities), Shareholder servicing fees | $0 |