Betz Industries, Inc. Retirement Savings Plan
Sponsored by Betz Industries, Inc. · EIN 381243090 · Plan #002
- Total assets
- $17.5M
- Net assets
- $17.5M
- Active participants
- 142
- With balances
- 169
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 |
|---|---|---|
| Rockefeller Financial Llc CRD 291361 | 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 | $65,504 |
| Helmholdt+Company Llp, Cpas | Accounting, Direct payment from the plan | $14,370 |
| Rockefeller Capital Management | Consulting (pension), Investment advisory (plan), Other fees | $0 |
| Merrill Lynch | Investment advisory (plan), Other fees, Consulting (pension) | $0 |