J. Frank Schmidt & Son Co. 401(k) Profit Sharing Plan
Sponsored by J. Frank Schmidt & Son Co. · EIN 930479869 · Plan #001
- Total assets
- $13.7M
- Net assets
- $13.7M
- Active participants
- 315
- With balances
- 315
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 |
|---|---|---|
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees, Direct payment from the plan | $34,780 |
| Fisher Asset Management Llc | Other fees, Direct payment from the plan | $14,209 |
| Fisher Asset Management, Llc | Investment advisory (plan), Direct payment from the plan | $7,334 |
| Ascensus Llc | Recordkeeping fees, Other fees, Recordkeeping | $3,216 |