AUMdb

Scottsdale Cultural Council 401(k) Profit Sharing Plan

Sponsored by Scottsdale Cultural Council · EIN 860593786 · Plan #001

Total assets
$5.7M
Net assets
$5.7M
Active participants
88
With balances
131

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Forusall Advisors, Llc CRD 167241 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Forus Advisors Investment advisory (plan), Direct payment from the plan $17,548
The Vanguard Group, Inc. Other fees, Participant loan processing, Recordkeeping $14,656