AUMdb

Matalco (U.S.), Inc. 401(k) Plan

Sponsored by Matalco (U.S.), Inc. · EIN 010965990 · Plan #001

Total assets
$26.8M
Net assets
$26.8M
Active participants
870
With balances
858

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

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $113,582
Strategic Advisors, Inc. Investment advisory (plan) $5,149