Retirement Savings Plan For Metal Exchange Family Of Companies
Sponsored by Metal Exchange, Llc · EIN 261762076 · Plan #003
- Total assets
- $59.7M
- Net assets
- $59.7M
- Active participants
- 675
- With balances
- 866
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 |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $53,443 |
| Concurrent Investment Advisors Llc | Investment advisory (plan) | $46,667 |