Schumacher Homes, Inc. 401(k) Plan
Sponsored by Schumacher Homes, Inc. · EIN 341701025 · Plan #001
- Total assets
- $34.9M
- Net assets
- $34.9M
- Active participants
- 400
- With balances
- 426
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 96% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 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 | $53,407 |
| Raymond James Financial Services | Investment advisory (plan) | $33,333 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $9,438 |
| World Investment Advisors Llc | Investment advisory (plan) | $8,334 |
| World Investments Inc | Investment advisory (plan) | $8,333 |