A. M. Castle & Co. 401(k) Savings And Retirement Plan
Sponsored by A. M. Castle & Co. · EIN 360879160 · Plan #002
- Total assets
- $102M
- Net assets
- $102M
- Active participants
- 414
- With balances
- 616
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $106,491 |
| Baker Tilly Us,Llp | Accounting, Contract administrator, Direct payment from the plan | $20,854 |
| Osaic Wealth, Inc. | Investment advisory (plan), Direct payment from the plan | $9,665 |