Georg Fischer Savings Tax Advantaged Retirement Plan
Sponsored by Georg Fischer Signet Llc · EIN 951768356 · Plan #001
- Total assets
- $159M
- Net assets
- $159M
- Active participants
- 1,173
- With balances
- 1,508
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 |
|---|---|---|
| Multnomah Group, Inc. CRD 132131 | deterministic · 100% | 2024 |
| Spinnaker Investment Group, Llc CRD 283414 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $133,446 |
| Plante & Moran, Pllc | Accounting, Direct payment from the plan | $27,500 |
| Multnomah Group Inc | Investment management, Direct payment from the plan | $22,345 |
| Spinnaker Investment Group Llc | Investment advisory (participants), Direct payment from the plan | $8,447 |
| Charles Schwab & Co., Inc | Securities brokerage, Direct payment from the plan, Float revenue | $1,123 |