AUMdb

C.W. Strittmatter, Inc. 401(k) Plan

Sponsored by C.W. Strittmatter, Inc. · EIN 541073359 · Plan #001

Total assets
$16.2M
Net assets
$16.2M
Active participants
269
With balances
211

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $71,829
Global Retirement Partners Llc Investment advisory (plan) $43,030
Newport Group Inc Contract administrator $0