AUMdb

New Castle Stainless Plate, Llc. Wage Retirement Income Plan For Members Of Uaw Local 729

Sponsored by New Castle Stainless Plate, Llc · EIN 351580158 · Plan #101

Total assets
$14.5M
Net assets
$14.5M
Active participants
37
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Merrill Lynch, Pierce, Fenner And S Investment management fees (direct), Investment management fees (indirect), Sub-transfer agency fees $19,129
Bank Of America Trustee (institutional), Direct payment from the plan $6,281