AUMdb

Sba 401(k) Plan

Sponsored by Schoeller Bleckmann America, Inc. · EIN 510332482 · Plan #001

Total assets
$40.4M
Net assets
$40.4M
Active participants
629
With balances
679

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Bks Financial Investments Llc Investment advisory (plan) $70,878
Empower Annuity Insurance Company O Recordkeeping fees $33,629
Weaver And Tidwell, Llp Accounting $17,903
Holzknecht Umali Inc Contract administrator $12,533