AUMdb

Strack & Van Til Retirement Plan

Sponsored by Indiana Grocery Group, Llc · EIN 821621364 · Plan #001

Total assets
$26.1M
Net assets
$26.1M
Active participants
1,700
With balances
356

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
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $93,478
Gallagher Fiduciary Advisors Llc Consulting (general), Insurance services, Investment advisory (plan) $36,000
Swartz, Retson & Co, P. C. Accounting, Direct payment from the plan $12,063