Schirm Usa, Inc. 401(k) Profit Sharing Plan
Sponsored by Schirm Usa, Inc. · EIN 752595474 · Plan #001
- Total assets
- $4.0M
- Net assets
- $4.0M
- Active participants
- 222
- With balances
- 130
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 |
|---|---|---|
| Ima Advisory Services, Inc. CRD 112091 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ima Advisory Services Inc | Investment advisory (plan) | $10,965 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $9,519 |
| Empower Advisory Group, Llc | Investment management | $0 |