Ulliman Schutte Construction, Llc 401(k) Profit Sharing Plan
Sponsored by Ulliman Schutte Construction, Llc · EIN 311582279 · Plan #001
- Total assets
- $61.9M
- Net assets
- $61.9M
- Active participants
- 265
- With balances
- 518
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Mariner Wealth Advisors Ic, Llc CRD 289886 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management, Investment management fees (direct) | $100,808 |
| Mariner Wealth Advisors, Llc | Investment advisory (plan), Investment management fees (direct) | $53,993 |
| Empower Annuity Insurance Co Of Ame | Recordkeeping, Recordkeeping fees | $35,904 |
| Clark Schaefer Hackett | Contract administrator, Direct payment from the plan | $21,650 |