AUMdb

Schuchart Corporation 401(k) Plan

Sponsored by Schuchart Corporation · EIN 911417296 · Plan #001

Total assets
$17.3M
Net assets
$17.3M
Active participants
77
With balances
130

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
Rbs Wealth Management, Llc CRD 336536 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Rbc Wealth Management Investment advisory (participants), Investment advisory (plan), Investment management $35,005
Nwps, Inc. Contract administrator, Recordkeeping, Consulting (general) $17,559
Charles Schwab Trust Bank Custodial (securities), Direct payment from the plan $5,661