Marchant Schmidt, Inc. 401(k) Savings Plan
Sponsored by Marchant Schmidt, Inc. · EIN 391213322 · Plan #001
- Total assets
- $22.1M
- Net assets
- $22.1M
- Active participants
- 92
- With balances
- 128
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 |
|---|---|---|
| Wealth Enhancement Advisory Services, Llc CRD 116407 | fuzzy_auto · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wealth Enhancement Advisory Service | Investment advisory (plan) | $31,378 |
| Empower Annuity Insurance Company | Recordkeeping fees | $21,471 |
| Empower Advisory Group, Llc | Investment management | $5,818 |