Seidel, Schroeder & Company 401(k) Profit Sharing Plan
Sponsored by Seidel Schroeder · EIN 742052353 · Plan #001
- Total assets
- $17.4M
- Net assets
- $17.4M
- Active participants
- 110
- With balances
- 139
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lee | Other fees | $36,388 |
| Pricekubecka Pllc | Accounting | $9,500 |
| Leafhouse Financial Advisors, Llc | Other fees | $7,911 |
| Empower Advisory Group, Llc | Investment management | $7,177 |
| Economic Group Pension Services Inc | Contract administrator | $6,423 |
| Empower Annuity Insurance Company | Recordkeeping fees | $5,629 |