Pension Plan For Employees Of A.M. Castle & Co.
Sponsored by A.M. Castle & Co. · EIN 360879160 · Plan #001
- Total assets
- $99.5M
- Net assets
- $99.5M
- Active participants
- 126
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pimco | Investment advisory (plan), Direct payment from the plan | $252,305 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $230,748 |
| Osaic Wealth, Inc | Investment advisory (plan), Direct payment from the plan | $30,000 |
| Baker Tilly Us, Llp | Accounting, Direct payment from the plan | $22,680 |