Jl Schwieters Construction 401(k) Profit Sharing Plan
Sponsored by Jl Schwieters Construction, Inc. · EIN 411530151 · Plan #001
- Total assets
- $18.5M
- Net assets
- $18.4M
- Active participants
- 282
- With balances
- 253
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $37,336 |
| Securities America Advisor Inc | Investment advisory (plan) | $31,548 |
| Osaic Wealth Inc | Investment advisory (plan) | $11,405 |
| Abdo Llp | Accounting | $6,000 |