AUMdb

O'fallon Casting, Llc 401(k) Plan

Sponsored by O'fallon Casting, Llc · EIN 043777356 · Plan #001

Total assets
$17.7M
Net assets
$17.7M
Active participants
229
With balances
291

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
Huntleigh Advisors, Inc. CRD 113412 deterministic · 100% 2024
Krilogy Financial Llc CRD 149046 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Krilogy Financial Llc Recordkeeping fees $23,353
Krilogy Financial Llc Investment advisory (plan) $23,353
Huntleigh Advisors Inc Investment advisory (plan) $18,871
Pension And Retirement Services Contract administrator, Investment advisory (plan) $1,295