Heidtman Steel Retirement Savings 401(k) Plan
Sponsored by Heidtman Steel Products · EIN 340930923 · Plan #003
- Total assets
- $72.6M
- Net assets
- $72.6M
- Active participants
- 654
- With balances
- 936
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $108,771 |
| Ubs Financial Services Inc | Investment advisory (plan), Direct payment from the plan | $90,743 |
| William Vaughan Company | Accounting, Direct payment from the plan | $22,895 |
| Apple Growth Partners | Investment advisory (plan), Direct payment from the plan | $18,992 |