Schmitty & Sons Holdings, Inc. 401(k) Plan
Sponsored by Schmitty & Sons Holdings, Inc. · EIN 810928055 · Plan #001
- Total assets
- $13.2M
- Net assets
- $13.2M
- Active participants
- 724
- With balances
- 357
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial , Llc | Investment advisory (plan) | $41,627 |
| Alerus Financial, N.A. | Recordkeeping, Trustee (institutional), Trustee (directed) | $35,342 |