Zekelman Industries Employees 401(k) And Pension Plan
Sponsored by Zekelman Industries (Formerly Jmc Steel) · EIN 231327437 · Plan #005
- Total assets
- $223M
- Net assets
- $223M
- Active participants
- 2,126
- With balances
- 2,442
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Highland Consulting Associates, Inc | Consulting (general) | $89,929 |
| Cbiz Cpas, P.C. | Accounting | $18,400 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $16,397 |
| Schwab Retirement Plan Services | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $14,535 |
| Willcox & Savage, Pc | Legal | $14,239 |
| Charles Schwab & Co Inc | Shareholder servicing fees | $0 |
| Charles Schwab Trust Bank | Trustee (directed), Investment management fees (indirect), Shareholder servicing fees | $0 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$25,517 |