Ellwood 401(k) Retirement Plan
Sponsored by Ellwood City Forge · EIN 250461810 · Plan #003
- Total assets
- $311M
- Net assets
- $311M
- Active participants
- 1,327
- With balances
- 1,735
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T. Rowe Price Rps, Inc. | Recordkeeping, Participant loan processing, Other services | $150,304 |
| Capfinancial Partners Llc | Investment advisory (plan) | $17,257 |