Interstate Batteries Employees Pension Plan
Sponsored by Interstate Batteries, Inc. · EIN 462023063 · Plan #001
- Total assets
- $27.2M
- Net assets
- $27.1M
- Active participants
- 68
- 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 |
|---|---|---|
| Proverbi Capital Advisors, Llc CRD 316555 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Actuarial, Recordkeeping, Direct payment from the plan | $60,041 |
| Prime Capital Advisors | Investment management, Direct payment from the plan | $30,000 |
| Bdo Usa, Llp | Accounting, Direct payment from the plan | $23,500 |
| Charles Schwab & Co Inc | Securities brokerage, Direct payment from the plan, Securities brokerage commissions | $23 |