Ashcroft Inc. Retirement Plan For Union Employees
Sponsored by Ashcroft Inc. · EIN 203481718 · Plan #011 · Stratford, CT
- Total assets
- $21.9M
- Net assets
- $21.9M
- Active participants
- 81
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiducient Advisors | Investment advisory (plan) | $44,275 |
| Webster Bank, N.A. | Trustee (discretionary) | $22,411 |