Voestalpine High Performance Metals Retirement Plan
Sponsored by Bohler Uddeholm Corporation · EIN 131420260 · Plan #003
- Total assets
- $79.6M
- Net assets
- $79.6M
- Active participants
- 550
- With balances
- 743
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group,Llc | Investment advisory (plan), Direct payment from the plan | $55,000 |
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $48,563 |
| Wipfli Llp | Accounting | $2,000 |