Alvin H. Butz, Inc. 401(k) Profit Sharing Plan
Sponsored by Alvin H. Butz, Inc. · EIN 231613786 · Plan #002 · Allentown, PA
- Total assets
- $54.2M
- Net assets
- $54.2M
- Active participants
- 56
- With balances
- 115
Plan year beginning 10/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Modera Wealth Management, Llc CRD 155649 | deterministic · 100% | 2024 |
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Modera Wealth Management | Investment management | $101,691 |
| Wells Fargo Advisors | Investment advisory (plan) | $68,734 |
| The Douglas Group | Investment advisory (plan) | $61,340 |
| Campbell, Rappold & Yurasits Llp | Accounting | $20,500 |
| R.P. Mills Associates, Inc. | Actuarial | $5,075 |