AUMdb

Colonial Metals Company Retirement Income Plan

Sponsored by Columbia Reduction Company · EIN 231380289 · Plan #001 · Columbia, PA

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

Plan year beginning 03/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Dimensional Fund Advisors Lp CRD 106482 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Francis C Musso, Cpa Accounting $53,075
Conrad Siegel Actuarial, Recordkeeping, Consulting (pension) $38,750
Torrillo & Associates, Llc Accounting $32,000
American Trust Company Investment management fees (direct), Trustee (institutional), Investment management $16,237
Fidelity Brokerage Services Llc Investment management, Investment management fees (indirect) $0
Dimensional Fund Advisors Lp Investment management, Investment management fees (indirect) $0