Metalex Manufacturing, Inc. Employee Profit Sharing And 401(k) Plan
Sponsored by Metalex Manufacturing, Inc. · EIN 311122107 · Plan #001
- Total assets
- $44.7M
- Net assets
- $44.7M
- Active participants
- 104
- With balances
- 106
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 |
|---|---|---|
| Ubs Financial Services | Investment advisory (plan), Direct payment from the plan | $52,000 |
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $45,515 |
| Cbiz Somerset | Accounting, Investment management fees (direct) | $10,500 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |