August Schell Enterprises 401 K Plan And Trust
Sponsored by August Schell Enterprises · EIN 521787473 · Plan #001
- Total assets
- $13.3M
- Net assets
- $13.3M
- Active participants
- 115
- With balances
- 121
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 |
|---|---|---|
| Wellington Consulting Services Inc CRD 105837 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wellington Consulting Services, Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $65,346 |
| Charles Schwab And Company | Securities brokerage | $668 |
| Wellington Retirement Solutions,Inc | Recordkeeping | $25 |