AUMdb

Plumbers 75 401 K Profit Sharing Plan

Sponsored by Board Of Trustees Of The Plumbers 75 401 K Plan · EIN 391712806 · Plan #001

Total assets
$66.2M
Net assets
$66.2M
Active participants
1,479
With balances
965

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
Strategic Capital Investment Advisors Inc CRD 107772 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Strategic Captial Investment Investment advisory (plan), Consulting fees $50,000
The Previant Law Firm S.C. Legal, Other fees $38,861
Benefit Plan Administration Of Wi Contract administrator, Direct payment from the plan $26,712
Sikich Cpa Llc Accounting, Direct payment from the plan $14,690