Oxbow Calcining Llc Employees' Retirement And Savings Plan
Sponsored by Oxbow Calcining Llc · EIN 133637043 · Plan #005
- Total assets
- $29.3M
- Net assets
- $29.3M
- Active participants
- 243
- With balances
- 277
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $9,128 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |