Schwieters Companies, Inc. 401(k) Plan
Sponsored by Schwieters Companies, Inc. · EIN 411568981 · Plan #001
- Total assets
- $11.6M
- Net assets
- $11.6M
- Active participants
- 153
- With balances
- 150
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 |
|---|---|---|
| Bernard Wealth Management Corp. CRD 159533 | fuzzy_auto · 96% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bergankdv Wealth Management Llc | Investment advisory (plan) | $21,908 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $18,430 |
| Creative Planning Llc | Investment advisory (plan) | $12,218 |