Metalworks, Inc. Profit Sharing And Retirement Savings Plan And Trust Agreement
Sponsored by Metalworks, Inc. · EIN 381898020 · Plan #002
- Total assets
- $16.2M
- Net assets
- $16.2M
- Active participants
- 187
- With balances
- 251
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 |
|---|---|---|
| Fisher Asset Management, Llc CRD 107342 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fisher Asset Management Llc Fisher | Investment advisory (plan) | $60,342 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $33,571 |