AUMdb

Priefert Manufacturing Co., Inc. 401(k) Retirement Trust

Sponsored by Priefert Manufacturing Company, Inc · EIN 751236931 · Plan #001

Total assets
$36.0M
Net assets
$36.0M
Active participants
964
With balances
1,277

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
Charles Schwab & Co., Inc. CRD 5393 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Gerald Baker Investment advisory (plan) $17,630
Charles Schwab Investment management $4