AUMdb

Bitzer Scroll, Inc. 401(k) Plan

Sponsored by Bitzer Scroll, Inc. · EIN 208255529 · Plan #001

Total assets
$12.3M
Net assets
$12.3M
Active participants
161
With balances
201

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
Lpl Financial Llc CRD 6413 deterministic · 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
Lpl Financial Investment advisory (plan) $23,436
Empower Life & Annuity Insurance Recordkeeping fees $8,481
Empower Advisory Group, Llc Investment management $4,673