The Schemmer Associates Inc. Income Savings Plan
Sponsored by The Schemmer Associates Inc. · EIN 470520408 · Plan #003
- Total assets
- $29.8M
- Net assets
- $29.8M
- Active participants
- 139
- With balances
- 198
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 |
|---|---|---|
| Karstens Investment Counsel, Inc. | Investment advisory (plan), Other investment fees and expenses | $26,928 |
| Newport Group, Inc. | Contract administrator, Recordkeeping, Trustee (institutional) | $20,133 |
| Newport Trust Company | Trustee (individual), Trustee (institutional), Trustee (discretionary) | $9,946 |