Namasco Retirement Plan For The Dubuque Warehouse Employees Of The Steel Warehousing Division
Sponsored by Kloeckner Metals Corporation · EIN 382046626 · Plan #003
- Total assets
- $16.1M
- Net assets
- $16.1M
- Active participants
- 61
- 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 |
|---|---|---|
| Principly, Inc. CRD 281813 | fuzzy_auto · 96% | 2024 |
| Retirement Fund Management, Llc CRD 126573 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman | Actuarial, Recordkeeping | $64,014 |
| Principal | Trustee (institutional), Investment management | $21,177 |
| Windham Brannon Llc | Accounting | $14,000 |
| Retirement Fund Mgmt | Investment management | $5,520 |