AUMdb

Premier Magnesia Llc Savings And Profit Sharing Plan

Sponsored by Premier Magnesia Llc · EIN 522295483 · Plan #001

Total assets
$33.0M
Net assets
$33.0M
Active participants
742
With balances
596

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Wells Fargo Clearing Services Llc Investment advisory (plan) $29,989
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $650