AUMdb

Ctna 401(k) Plan

Sponsored by Ceramtec North America Llc · EIN 521708698 · Plan #003

Total assets
$32.0M
Net assets
$32.0M
Active participants
297
With balances
335

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
Morningstar Investment Management Llc CRD 108031 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $67,310
Nova 401 K Associates Contract administrator, Direct payment from the plan, Other services $250
Morningstar Investment Management Investment advisory (participants), Consulting fees $0
Empower Annuity Insurance Company Recordkeeping fees $0