Ernie Ball, Inc. 401 K Profit Sharing Plan
Sponsored by Ernie Ball, Inc. · EIN 952378345 · Plan #001
- Total assets
- $13.1M
- Net assets
- $13.1M
- Active participants
- 532
- With balances
- 307
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 |
|---|---|---|
| Fortem Financial Group, Llc CRD 291662 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fortem Financial | Investment advisory (participants) | $35,516 |
| Wilshire Associates | Investment advisory (participants) | $5,919 |
| John Hancock | Recordkeeping | $3,166 |