AUMdb

Falcon Drilling Co Llc 401(k) Profit Sharing Plan And Trust

Sponsored by Falcon Drilling Co Llc · EIN 251885639 · Plan #001

Total assets
$4.0M
Net assets
$4.0M
Active participants
124
With balances
104

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
Schneider Downs Wealth Management Advisors, Lp CRD 128591 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Schneider Downs Wealth Mgmt Adv. Investment advisory (participants), Investment advisory (plan) $17,662
Schneider Downs Ret. Solutions Recordkeeping $14,792
Charles Schwab Trust Company Custodial (securities) $2,448