Materion Corporation Retirement Savings Plan
Sponsored by Materion Corporation · EIN 341919973 · Plan #003
- Total assets
- $466M
- Net assets
- $466M
- Active participants
- 2,270
- With balances
- 3,338
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Clearstead Advisors, Llc CRD 105674 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $212,880 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $101,623 |
| Clearstead Advisors, Llc | Investment advisory (plan) | $51,876 |
| Meaden & Moore Ltd | Accounting | $46,800 |
| Thompson Hine | Legal | $22,692 |