Schonberg & Associates Retirement Savings Plan
Sponsored by D.C. Schonberg & Associates Llc · EIN 161705476 · Plan #002
- Total assets
- $1.3M
- Net assets
- $1.3M
- Active participants
- 55
- With balances
- 66
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 |
|---|---|---|
| Freegulliver, L.L.C. CRD 117040 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lee Cpa Audit Group | Accounting, Direct payment from the plan | $21,030 |
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Recordkeeping | $15,817 |
| Freegulliver, Llc. | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $15,794 |
| Fiduciary Consulting Group, Inc | Direct payment from the plan, Plan administrator, Named fiduciary | $9,476 |
| Matrix Trust Company | Custodial (securities), Participant loan processing, Direct payment from the plan | $616 |