Shlemmer+Algaze+Associates Interiors & Architecture, Inc. 401(k) Plan
Sponsored by Shlemmer+Algaze+Associates Interiors & Architecture, Inc. · EIN 330890646 · Plan #001
- Total assets
- $18.8M
- Net assets
- $18.8M
- Active participants
- 135
- With balances
- 172
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 |
|---|---|---|
| Mariner Wealth Advisors Ic, Llc CRD 289886 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mariner Wealth Advisors St Louis | Investment advisory (plan) | $40,377 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $23,866 |