Iron Hill Brewery Retirement Savings Plan
Sponsored by Iron Hill Brewery · EIN 522032130 · Plan #001
- Total assets
- $6.3M
- Net assets
- $6.3M
- Active participants
- 1,038
- With balances
- 295
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Company | Investment advisory (participants) | $56,518 |
| Commonwealth Financial Network | Investment advisory (participants) | $15,646 |
| Atlantic Pension Services, Inc. | Contract administrator, Direct payment from the plan, Other services | $7,479 |
| Caron & Bletzer, Pllc | Accounting | $6,750 |