Zekelman Industries Collectively Bargained Employees 401(k) Plan
Sponsored by Wheatland Tube, Llc · EIN 231327437 · Plan #012 · Chicago, IL
- Total assets
- $137M
- Net assets
- $137M
- Active participants
- 1,023
- With balances
- 954
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) | $56,626 |
| Cbiz Cpas, P.C. | Accounting | $18,400 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $17,956 |
| Willcox & Savage, Pc | Legal | $16,246 |
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $9,190 |
| Charles Schwab Trust Bank | Trustee (directed), Investment management fees (indirect), Shareholder servicing fees | $0 |
| Charles Schwab & Co Inc | Shareholder servicing fees | $0 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$50,879 |