Finzer Roller, Inc. Salary Savings Plan
Sponsored by Finzer Roller, Inc · EIN 362674349 · Plan #001
- Total assets
- $28.8M
- Net assets
- $28.8M
- Active participants
- 291
- 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 |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $21,787 |
| Charles Schwab & Co, Inc. | Shareholder servicing fees, Securities brokerage | $4 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees, Distribution (12b-1) fees | $0 |