AUMdb

F. Schumacher & Co. 401(k) Plan For Salaried Employees

Sponsored by F. Schumacher & Co. · EIN 131279190 · Plan #002

Total assets
$20.8M
Net assets
$20.8M
Active participants
523
With balances
618

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $63,284
Raymond James & Associates, Inc. Investment advisory (plan), Other fees $0