AUMdb

Schuster Enterprises, Inc. 401(k) Profit Sharing Plan

Sponsored by Schuster Enterprises, Inc. · EIN 581051549 · Plan #001

Total assets
$21.4M
Net assets
$21.4M
Active participants
318
With balances
367

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
Synovus Trust Company N.A. Investment advisory (plan) $30,000
Empower Annuity Insurance Company O Contract administrator, Direct payment from the plan, Recordkeeping $25,480
Fisher Investments Other fees $3,947
Charles Schwab & Co.,Inc Securities brokerage, Securities brokerage commissions, Direct payment from the plan $120