AUMdb

Schulte Controlled Group Retirement Plan

Sponsored by Hi Tech Mold & Engineering, Inc. · EIN 382684139 · Plan #001

Total assets
$35.7M
Net assets
$35.7M
Active participants
515
With balances
647

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
Integrated Investment Consultants, Llc CRD 175299 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Workplace Services Llc Plan administrator, Trustee (discretionary), Investment management $63,455
Integrated Investment Consultants Investment advisory (plan) $48,982