AUMdb

Spectra Metal Sales, Inc. 401(k) Plan

Sponsored by Spectra Metal Sales, Inc. · EIN 592878371 · Plan #001

Total assets
$13.7M
Net assets
$13.7M
Active participants
470
With balances
858

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
My Benefits, Llc Other fees $6,387
Triad Advisors Llc Other fees $0
My Benefits, Llc Other services $0
Morningstar Investment Management Investment advisory (plan) $0
Voya Retirement Ins. And Annuity Co Recordkeeping fees $0