AUMdb

Associated Spring Uaw 629 Employee's Savings Plan

Sponsored by Associated Spring Us, Llc · EIN 991101264 · Plan #020

Total assets
$8.5M
Net assets
$8.5M
Active participants
149
With balances
119

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
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Capfinancial Partners, Llc Investment advisory (plan) $5,274
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $5,273