Krieg Devault Profit Sharing Plan
Sponsored by Krieg Devault Llp · EIN 351055087 · Plan #001
- Total assets
- $105M
- Net assets
- $105M
- Active participants
- 166
- With balances
- 282
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 |
|---|---|---|
| Woodley Farra Manion Portfolio Management Inc CRD 107660 | fuzzy_auto · 95% | 2024 |
| Procourse Fiduciary Advisors, Llc CRD 164328 | deterministic · 100% | 2024 |
| Brucke Financial, Inc. CRD 291307 | deterministic · 100% | 2024 |
| Vise Ai Advisors, Llc CRD 301761 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Woodley Farra Manion Portfolio | Investment advisory (participants), Direct payment from the plan | $73,068 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $55,714 |
| Procourse Fiduciary Advisors | Investment management, Direct payment from the plan | $26,200 |
| Forvis Mazars,Llp | Accounting, Direct payment from the plan | $22,260 |
| Brucke Financial Inc | Investment advisory (participants), Direct payment from the plan | $16,449 |
| Peloton Wealth Strategists Inc | Investment advisory (participants), Direct payment from the plan | $14,031 |
| Vise Ai Advisors Llc | Investment advisory (participants), Direct payment from the plan | $5,111 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $641 |