Chief Industries, Inc. Thrift Plan
Sponsored by Chief Industries Inc · EIN 470444429 · Plan #002
- Total assets
- $130M
- Net assets
- $130M
- Active participants
- 1,296
- With balances
- 1,430
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Allen Capital Group, Llc CRD 135879 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Allen Capital Group Llc | Investment advisory (participants), Investment management, Direct payment from the plan | $110,568 |
| Schwab Retirement Plan Services, In | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $63,433 |
| Forvis Mazars, Llp | Accounting, Direct payment from the plan | $8,000 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $375 |