Metals Technologies Llc Savings Plan
Sponsored by Primetals Technologies Usa Llc · EIN 471368965 · Plan #001
- Total assets
- $269M
- Net assets
- $269M
- Active participants
- 998
- With balances
- 1,293
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $97,785 |
| Usi Advisors, Inc. | Investment advisory (plan) | $82,340 |
| Baker Tilly Us, Llp | Accounting | $22,575 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$97,237 |