AUMdb

Anchor Lamina America, Inc. 401(k) Retirement Plan

Sponsored by Anchor Lamina America, Inc. · EIN 383362809 · Plan #001

Total assets
$21.2M
Net assets
$21.2M
Active participants
156
With balances
199

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
Ubs Financial Services Inc. CRD 8174 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Brady Ware & Schoenfeld Inc Dba Bra Other fees $23,200
Ubs Financial Services Inc Investment advisory (plan) $8,000