A. W. Chesterton Company 401 K Plan
Sponsored by A.W. Chesterton Company · EIN 041173400 · Plan #001
- Total assets
- $140M
- Net assets
- $140M
- Active participants
- 663
- With balances
- 847
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Advisors | Investment advisory (plan) | $50,276 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $49,081 |
| Cbiz Mhm, Llc | Accounting | $24,250 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$20,987 |