Tubelite, Inc. Hourly Employees Pension Plan
Sponsored by Apogee Sfs Us, Llc. · EIN 383133728 · Plan #006
- Total assets
- $3.6M
- Net assets
- $3.6M
- Active participants
- 6
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Institutional Investment Advisors Corp CRD 126055 | fuzzy_auto · 95% | 2024 |
| Principal Global Investors, Llc CRD 109002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $44,608 |
| Institutional Investment | Investment advisory (plan), Direct payment from the plan, Other fees | $12,278 |
| Principal Global Investors, Llc | Investment advisory (plan), Direct payment from the plan | $5,000 |