Daniel G. Schuster Llc 401(k) Salary Reduction Plan
Sponsored by Daniel G. Schuster, Llc · EIN 521042778 · Plan #001
- Total assets
- $40.1M
- Net assets
- $40.1M
- Active participants
- 1,266
- With balances
- 429
Plan year beginning 05/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Wealth Management, Llc CRD 171908 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Wealth Management | Investment advisory (participants), Investment advisory (plan), Investment management | $48,842 |
| Alerus Financial Na | Recordkeeping, Participant loan processing, Direct payment from the plan | $30,306 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $10,220 |
| 401 K Advisors Inc. | Recordkeeping, Trustee (institutional), Other services | $8,333 |