AUMdb

Fabriweld Corporation 401(k) Profit Sharing Plan

Sponsored by Fabriweld Corporation · EIN 341619873 · Plan #001

Total assets
$7.6M
Net assets
$7.6M
Active participants
113
With balances
163

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
Carnegie Capital Asset Management, Llc CRD 150488 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Carnegie Investment Counsel Investment advisory (participants), Investment advisory (plan), Investment management $23,448
The Retirement Plan Company Contract administrator, Recordkeeping, Recordkeeping fees $18,413
Definiti Llc Contract administrator, Recordkeeping, Recordkeeping fees $13,923