W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan
Sponsored by W.M. Schultz Construction, Inc. · EIN 141827521 · Plan #001 · Ballston Spa, NY
- Total assets
- $9.2M
- Net assets
- $9.2M
- Active participants
- 63
- With balances
- 91
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners, Llc | Investment advisory (participants), Investment advisory (plan) | $45,884 |
| Chemung Canal Trust Company | Recordkeeping, Custodial (securities), Participant loan processing | $25,584 |