Ashland Foundry And Machine Works, Llc Union Retirement Plan
Sponsored by Ashland Foundry And Machine Works, Llc · EIN 815042835 · Plan #002
- Total assets
- $6.4M
- Net assets
- $6.4M
- Active participants
- 139
- With balances
- 144
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 |
|---|---|---|
| Strategies Wealth Advisors, Llc CRD 289913 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $21,386 |
| Strategies Wealth Advisors, Llc | Investment advisory (plan) | $14,749 |