Schmueser Gordon Meyer, Inc. 401(k) Plan
Sponsored by Schmueser Gordon Meyer, Inc. · EIN 841015600 · Plan #001
- Total assets
- $23.5M
- Net assets
- $23.5M
- Active participants
- 116
- With balances
- 140
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 |
|---|---|---|
| Elevate Capital Advisors, Inc. CRD 288190 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Elevate Capital Advisors Llc | Investment advisory (plan) | $42,344 |
| Empower Advisory Group, Llc | Investment management | $17,966 |
| Empower Annuity Insurance Company | Recordkeeping fees | $13,474 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $10,587 |