AUMdb

Ssab Enterprises, Llc Retirement Savings And Profit Sharing Plan

Sponsored by Ssab Enterprises Llc · EIN 753248335 · Plan #002

Total assets
$541M
Net assets
$541M
Active participants
1,549
With balances
1,835

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
T. Rowe Price Japan, Inc. CRD 290585 fuzzy_auto · 93% 2024
Investment Research & Advisory Group, Inc. CRD 126246 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
T Rowe Price Rps Inc Recordkeeping, Trustee (institutional), Trustee (directed) $86,568
Investment Research & Adv Group Investment advisory (plan), Direct payment from the plan $56,250
Wilkins Miller Accounting, Direct payment from the plan $27,600
The Lampo Group, Inc. Investment advisory (participants), Direct payment from the plan $17,640
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Other commissions $99