AUMdb

Federated Funeral Directors Of America, Inc., A Fiducial Company, 401(k) Savings Plan

Sponsored by Fiducial, Inc. · EIN 134009035 · Plan #003

Total assets
$17.5M
Net assets
$17.5M
Active participants
140
With balances
145

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
Strategic Wealth Partners Llc CRD 336564 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Strategic Wealth Partners Group Llc Investment advisory (plan) $47,288
Empower Annuity Insurance Company O Recordkeeping fees $17,005