AUMdb

The Specialty Mfg. Co. 401(k) Profit Sharing Plan

Sponsored by The Specialty Mfg. Co. · EIN 410673819 · Plan #002

Total assets
$54.0M
Net assets
$54.0M
Active participants
224
With balances
235

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Rbc Capital Markets, Llc CRD 31194 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $149,650
Rbc Capital Markets, Llc Investment advisory (plan), Other fees $0