AUMdb

Superior Steel Profit Sharing 401(k) Plan

Sponsored by Superior Steel, Llc Dba Superior Steel Fabrication · EIN 931144811 · Plan #001

Total assets
$8.0M
Net assets
$8.0M
Active participants
109
With balances
132

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
Roehl & Yi Investment Advisors, Llc CRD 109258 fuzzy_auto · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Prime Pensions Northwest, Llc Other services, Other fees $28,074
Empower Annuity Insurance Company Recordkeeping fees $18,671
Roehl & Yi Investment Advisors, Llc Investment advisory (plan) $15,162
Moss Adams Llp Accounting $8,645
Empower Advisory Group, Llc Investment management $1,518