AUMdb

Clinton Aluminum 401(k) Plan

Sponsored by Clinton Aluminum Distribution, Inc. · EIN 272845414 · Plan #001

Total assets
$8.2M
Net assets
$8.2M
Active participants
133
With balances
156

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Morgan Stanley Investment advisory (plan) $39,415
Empower Annuity Insurance Co Recordkeeping fees $27,664
Cbiz Benefits & Ins Services Inc. Contract administrator $1,500