The Schneider Corporation 401(k) Profit Sharing Plan
Sponsored by The Schneider Corporation · EIN 351071991 · Plan #002
- Total assets
- $13.8M
- Net assets
- $13.8M
- Active participants
- 88
- With balances
- 150
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 |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 99% | 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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $26,571 |
| Shepherd Financial Investment Adv | Investment advisory (plan) | $24,000 |
| Empower Advisory Group, Llc | Investment management | $5,375 |
| Dulin Ward & Dewald Inc | Other fees | $1,900 |