Schlotterbeck & Foss 401(k) Plan
Sponsored by Schlotterbeck & Foss Company · EIN 200272422 · Plan #001
- Total assets
- $6.4M
- Net assets
- $6.4M
- Active participants
- 167
- With balances
- 144
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Valmark Advisers Inc CRD 108050 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $26,491 |
| Valmark Advisors Inc | Investment advisory (plan) | $26,223 |
| Downeast Pension Services, Inc. | Contract administrator | $1,350 |
| Empower Advisory Group, Llc | Investment management | $1,261 |