AUMdb

Scs Engineers 401(k) Plan

Sponsored by Stearns, Conrad & Schmidt, Consulting Engineers, · EIN 540913440 · Plan #004

Total assets
$164M
Net assets
$164M
Active participants
1,299
With balances
1,594

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $30,734
Strategic Advisors, Inc. Investment advisory (plan) $22,048