Interstate Batteries 401(k) Plan
Sponsored by Interstate Batteries, Inc. · EIN 462023063 · Plan #002
- Total assets
- $141M
- Net assets
- $141M
- Active participants
- 1,252
- With balances
- 1,691
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 |
|---|---|---|
| Prime Capital Ag CRD 321113 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $212,332 |
| Morningstar Inc | Investment management, Direct payment from the plan | $55,350 |
| Bdo Usa Llp | Accounting, Direct payment from the plan | $23,500 |
| Prime Capital Inv Adv Llc | Investment management, Direct payment from the plan | $18,201 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $785 |