Beer & Slabaugh, Inc. Deferred Profit Sharing 401(k) Plan
Sponsored by Beer & Slabaugh, Inc. · EIN 351016793 · Plan #001
- Total assets
- $19.4M
- Net assets
- $19.4M
- Active participants
- 139
- With balances
- 120
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 |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $45,224 |
| World Investment Advisors Llc | Investment advisory (plan) | $25,000 |
| Haines Isenbarger & Skiba Llc | Accounting | $10,500 |
| Retirement Plan Concepts & Services | Contract administrator | $8,315 |