AUMdb

Schurz Communications, Inc. 401(k) Plan

Sponsored by Schurz Communications, Inc. · EIN 350670960 · Plan #002

Total assets
$94.7M
Net assets
$94.7M
Active participants
504
With balances
1,031

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
Capital Strategies Group, Llc CRD 140120 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $86,262
Capital Strategies Investment Group Investment advisory (plan) $32,000
Crowe Llp Accounting $18,295