The Scott Fetzer Retirement Savings Plan
Sponsored by The Scott Fetzer Company · EIN 470691256 · Plan #096
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 98% | 2024 |
| Willis Towers Watson Securities, Llc CRD 317602 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $144,066 |
| Capfinancial Partners Ll | Investment advisory (plan), Direct payment from the plan | $46,293 |
| D'amico Wawrin & Company | Accounting, Investment advisory (plan), Direct payment from the plan | $9,827 |
| Willis Towers Watson Us | Investment advisory (plan), Direct payment from the plan | $8,383 |