Retirement Income Plan For Employees Of Interface Performance Materials, Inc.
Sponsored by Alkegen · EIN 060865505 · Plan #020
- Total assets
- $34.0M
- Net assets
- $34.0M
- Active participants
- 52
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Arga Investment Management, Lp CRD 153665 | deterministic · 100% | 2024 |
| Conestoga Capital Advisors, Llc CRD 111750 | deterministic · 100% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Gqg Partners Llc CRD 283720 | deterministic · 100% | 2024 |
| Hotchkis And Wiley Capital Management, Llc CRD 114649 | fuzzy_auto · 97% | 2024 |
| Massachusetts Financial Services Company CRD 110045 | deterministic · 100% | 2024 |
| Metropolitan West Asset Management Llc CRD 104571 | fuzzy_auto · 94% | 2024 |
| Principal Global Investors, Llc CRD 109002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiducient Advisors Llc | Investment management fees (direct) | $51,815 |
| Principal Financial Group | Custodial (securities), Trustee (institutional), Trustee (directed) | $19,020 |
| Conrad Siegel | Actuarial, Recordkeeping, Consulting (pension) | $11,150 |
| Us Bank, Na | Accounting, Direct payment from the plan | $6,119 |
| Arga Investment Management, Lp | Investment management, Investment management fees (indirect) | $0 |
| Conestoga Capital Advisors, Llc | Investment management, Investment management fees (indirect) | $0 |
| Dodge & Cox | Investment management, Investment management fees (indirect) | $0 |
| Fidelity & Research Company | Investment management, Investment management fees (indirect) | $0 |
| Fidelity & Research Company | Investment management, Investment management fees (indirect) | $0 |
| Gqg Partners Llc | Investment management, Investment management fees (indirect) | $0 |
| Hotchkis & Wiley Capital Management | Investment management, Investment management fees (indirect) | $0 |
| Massachusetts Financial Services Co | Investment management, Investment management fees (indirect) | $0 |
| Metropolitan West Asset Llc | Investment management, Investment management fees (indirect) | $0 |
| Principal Global Investors Llc | Investment management, Investment management fees (indirect) | $0 |