Scrap Metal Services 401(k) Plan & Trust
Sponsored by Scrap Metal Services, L.L.C. · EIN 203863029 · Plan #001
- Total assets
- $6.7M
- Net assets
- $6.7M
- Active participants
- 221
- With balances
- 83
Plan year beginning 01/01/2021 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Forest Capital Management, Llc CRD 171659 | deterministic · 100% | 2021 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Forest Capital Management, Llc | Investment advisory (plan) | $23,326 |
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $18,376 |
| Plan Design Partners | Recordkeeping, Participant loan processing, Recordkeeping fees | $8,666 |