AUMdb

Schleich Enterprises, Inc. 401(k) Profit Sharing Plan

Sponsored by Schleich Enterprises, Inc. · EIN 470648893 · Plan #002

Total assets
$13.4M
Net assets
$13.4M
Active participants
195
With balances
228

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Co. Of Am Recordkeeping fees $49,182
Empower Advisory Group Llc Investment management $16,153
Pension Administrators Llc Contract administrator $10,888
Leafhouse Financial Advisors, Llc Other fees $6,011
Principal Securities Inc. Other commissions $0