AUMdb

Scheffel Boyle 401(k) Profit Sharing Plan

Sponsored by Scheffel & Company, P.C. · EIN 371206530 · Plan #001

Total assets
$38.0M
Net assets
$38.0M
Active participants
92
With balances
114

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
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $13,292
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0