AUMdb

Sch Services, Inc. 401(k) Plan

Sponsored by Sch Services, Inc. · EIN 382363607 · Plan #001

Total assets
$119M
Net assets
$119M
Active participants
411
With balances
494

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $31,988
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $11,748