AUMdb

Kenwal Group Retirement Savings Plan

Sponsored by Kenwal Steel Corporation · EIN 381292661 · Plan #001

Total assets
$38.9M
Net assets
$38.9M
Active participants
290
With balances
329

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
Morgan Stanley Smith Barney Llc CRD 149777 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Morgan Stanley Global Investment advisory (plan), Direct payment from the plan $91,095
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $40,539