AUMdb

Batesville Tool & Die, Inc. Employees' Retirement Savings Plan

Sponsored by Batesville Tool & Die, Inc. · EIN 351444312 · Plan #001

Total assets
$23.7M
Net assets
$23.7M
Active participants
384
With balances
375

Plan year beginning 12/01/2021 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Strategic Advisors Llc CRD 125882 deterministic · 100% 2021

Service providers

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

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $24,560
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $6,731