AUMdb

Russellville Engineered Castings Union Retirement Plan

Sponsored by Russellville Engineered Castings, Inc. · EIN 611154640 · Plan #002

Total assets
$4.8M
Net assets
$4.8M
Active participants
26
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
Conrad Siegel Investment Advisors, Inc. CRD 123560 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Conrad Siegel Investment Advisors Investment advisory (plan), Participant communication, Investment management fees (direct) $44,179
Charles Schwab & Co Custodial (securities), Trustee (institutional), Direct payment from the plan $5,807
Fidelity Investments Investment management, Investment management fees (indirect) $0