AUMdb

Schluter Systems L.P. 401(k) Profit Sharing Plan

Sponsored by Schluter Systems L.P. · EIN 141772376 · Plan #001

Total assets
$70.0M
Net assets
$70.0M
Active participants
1,139
With balances
1,261

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Benefit Plan Admin Services Recordkeeping, Other fees, Participant loan processing $173,139
Lpl Financial Investment advisory (participants), Investment advisory (plan) $129,200