AUMdb

Schattdecor Inc. Retirement Plan

Sponsored by Schattdecor Inc. · EIN 263609227 · Plan #001

Total assets
$6.8M
Net assets
$6.8M
Active participants
110
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
Cambridge Investment Research Advisors, Inc. CRD 134139 fuzzy_auto · 98% 2024
On Investment Management Co CRD 105662 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Recordkeeping fees, Participant loan processing $41,026
Cambridge Investment Research Advis Investment advisory (plan), Other fees $0
On Investment Management Co Investment advisory (plan), Other fees $0
Wilshire Advisors Llc Other investment fees and expenses $0