Blakeman Steel, Inc. Profit Sharing Plan
Sponsored by Blakeman Steel, Inc. · EIN 752208928 · Plan #001
- Total assets
- $3.2M
- Net assets
- $3.2M
- Active participants
- 127
- With balances
- 241
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lockton Investment Advisors, Llc CRD 144133 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lockton Investment Advisors | Investment advisory (plan), Direct payment from the plan | $17,890 |
| Map Retirement | Other services | $13,365 |
| Charles Schwab Trust Bank | Investment advisory (participants) | $2,615 |