Schraad & Associates Sales/Marketing, Inc. 401(k) Plan
Sponsored by Schraad & Associates Sales/Marketing, Inc. · EIN 471568101 · Plan #001
- Total assets
- $11.8M
- Net assets
- $11.8M
- Active participants
- 164
- With balances
- 163
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 |
|---|---|---|
| Candent Capital, Llc CRD 165454 | fuzzy_auto · 96% | 2024 |
| Capital Bank And Trust Company CRD 170017 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cadent Capital | Consulting (pension), Custodial (other), Investment advisory (plan) | $12,000 |
| Capstone Retirement Servcies Llc | Accounting, Consulting (pension) | $4,500 |
| Finley & Cook Cpa's | Accounting | $1,484 |
| Capital Bank And Trust Company | Investment management, Participant loan processing, Distribution (12b-1) fees | $312 |