Schultheis & Panettieri, Llp 401(k)/Profit Sharing Plan
Sponsored by Schultheis & Panettieri, Llp · EIN 131577780 · Plan #003
- Total assets
- $66.6M
- Net assets
- $66.6M
- Active participants
- 173
- With balances
- 212
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 |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $210,915 |
| S.B.H.U. Life Agency Inc | Other services, Other commissions, Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |