AUMdb

Steinhafels Inc. Profit Sharing 401(k) Plan

Sponsored by Steinhafels Inc. · EIN 390975161 · Plan #001

Total assets
$51.6M
Net assets
$51.6M
Active participants
599
With balances
799

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
1834 Investment Advisors Co. CRD 105435 deterministic · 100% 2024
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $122,441
Old National Bank Investment advisory (plan), Direct payment from the plan $24,585
1834 Investment Advisors Co. Investment advisory (plan), Direct payment from the plan $12,369
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0