American Metals Supply Co., Inc. Profit Sharing Plan
Sponsored by American Metals Supply Co., Inc. · EIN 364525471 · Plan #001
- Total assets
- $33.5M
- Net assets
- $33.5M
- Active participants
- 130
- With balances
- 126
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $63,173 |
| Kerber, Eck & Braeckel Llp | Accounting | $12,250 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | -$20,861 |