Schell Brothers, Llc 401(k) Plan
Sponsored by Schell Brothers, Llc · EIN 134238674 · Plan #001
- Total assets
- $15.4M
- Net assets
- $15.4M
- Active participants
- 264
- With balances
- 187
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 |
|---|---|---|
| Grey Fox Wealth Advisors, Llc CRD 307172 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $52,942 |
| Grey Fox Wealth Advisors Llc | Investment advisory (plan) | $11,600 |