AUMdb

American Rock Salt Company 401(k) Plan

Sponsored by American Rock Salt Company Llc · EIN 161516458 · Plan #001 · Mt. Morris, NY

Total assets
$41.8M
Net assets
$41.8M
Active participants
358
With balances
435

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
Tomlin Financial Advisors, Inc. CRD 143375 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $63,960
The Waterford Group Llc Investment advisory (plan) $44,000
Tompkins Financial Advisors Investment advisory (participants) $7,500