Batesville Savings Plan
Sponsored by Batesville Services Llc · EIN 350166166 · Plan #006
- Total assets
- $210M
- Net assets
- $210M
- Active participants
- 1,646
- With balances
- 1,908
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $65,185 |
| Katz Sapper & Miller | Accounting | $42,500 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $38,940 |
| Creative Planning | Investment advisory (plan) | $32,500 |