Conklin Metal Industries, Inc. 401(k) Employee Savings Plan And Trust
Sponsored by Conklin Metal Industries, Inc. · EIN 580203580 · Plan #001
- Total assets
- $24.3M
- Net assets
- $24.3M
- Active participants
- 317
- With balances
- 359
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $42,154 |
| Empower Annuity Insurance Company | Recordkeeping fees | $23,281 |
| Empower Advisory Group, Llc | Investment management | $16,790 |
| Resources Investment Advisors, Llc | Investment management | $6,483 |