Scholfield 401(k) Retirement Plan
Sponsored by Scholfield, Inc. · EIN 480992934 · Plan #001
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 145
- With balances
- 172
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Compass 360, Llc | Other services | $26,650 |
| Adamsbrown, Llc | Accounting | $13,400 |
| National Financial Services | Finders' fees/placement fees | $0 |
| Morgan Stanley Smith Barney | Other commissions | $0 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | -$13,789 |