Schurz Communications, Inc. Retirement Plan
Sponsored by Schurz Communications, Inc. · EIN 350670960 · Plan #001
- Total assets
- $910K
- Net assets
- $910K
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capital Strategies Group, Llc CRD 140120 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pricewaterhousecoopers Llp | Actuarial | $333,370 |
| Keybank National Association | Custodial (securities), Trustee (institutional), Investment management | $98,481 |
| Fidelity Institutional Asset Mgmt | Investment advisory (plan) | $58,908 |
| Taft, Stettinious & Hollister, Llp | Legal | $49,458 |
| Usi Consulting Group Inc | Actuarial | $38,059 |
| Crowe Llp | Accounting | $25,121 |
| Capital Strategies Investment Group | Investment advisory (plan) | $9,754 |