AUMdb

Triad Metals 401(k) Savings Plan

Sponsored by Triad Metals · EIN 232474017 · Plan #002

Total assets
$38.0M
Net assets
$38.0M
Active participants
239
With balances
284

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Morgan Stanley Investment advisory (plan) $35,363
Metro Benefits Inc Contract administrator $21,070
Capital Group Retirement Plan Svcs Recordkeeping fees $3,918