AUMdb

The Scoular Company Profit Sharing Retirement Plan

Sponsored by The Scoular Company · EIN 470599176 · Plan #001

Total assets
$87.1M
Net assets
$77.0M
Active participants
420
With balances
819

Plan year beginning 06/01/2024 · Profit-sharing

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Chartwell Valuation, Direct payment from the plan $39,359
Frankel Llc Accounting, Direct payment from the plan $15,832