AUMdb

Custom Aluminum Products, Inc. Employees' 401(k) Profit Sharing Plan

Sponsored by Custom Aluminum Products, Inc. · EIN 362581274 · Plan #001

Total assets
$14.1M
Net assets
$14.1M
Active participants
373
With balances
164

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
Savant Capital, Llc CRD 107271 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Savant Wealth Management Investment advisory (participants) $37,548
July Business Services Contract administrator, Recordkeeping, Recordkeeping fees $19,058