Snow Shoe Refractories, Llc Pension Plan For Hourly Employees
Sponsored by Snow Shoe Refractories · EIN 205957656 · Plan #002
- Total assets
- $5.3M
- Net assets
- $5.3M
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Dimensional Fund Advisors Lp CRD 106482 | deterministic · 100% | 2024 |
| Fidelity Management & Research Company Llc CRD 108281 | fuzzy_auto · 95% | 2024 |
| J.P. Morgan Investment Management Inc. CRD 107038 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Conrad Siegel | Actuarial, Recordkeeping, Consulting (pension) | $50,539 |
| Charles Schwab Trust Bank | Custodial (other), Trustee (institutional) | $5,234 |
| Dimensional Fund Advisors Lp | Investment management, Investment management fees (indirect) | $0 |
| Fidelity Management & Research Comp | Investment management, Investment management fees (indirect) | $0 |
| J.P. Morgan Investment Management, | Investment management, Investment management fees (indirect) | $0 |