Schaefer 401(k) Profit Sharing Plan
Sponsored by Steven Schaefer Associates, Inc. · EIN 310964154 · Plan #001
- Total assets
- $29.3M
- Net assets
- $29.3M
- Active participants
- 102
- With balances
- 131
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Acec Retirement Trust | Other fees | $39,191 |
| Empower Advisory Group, Llc | Investment management | $2,410 |
| Empower Annuity Insurance Company | Recordkeeping fees | $1,912 |