AUMdb

Schull Construction Co. Profit Sharing Plan With 401(k) Feature

Sponsored by Schull Construction Company · EIN 460213257 · Plan #001

Total assets
$13.5M
Net assets
$13.5M
Active participants
143
With balances
187

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
Schwan Financial Advisors, Llc CRD 127313 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Benefit Plans Admin Services, Inc. Participant loan processing, Participant communication, Other services $55,311
Schwan Financial Advisors, Llc Consulting (general), Investment advisory (participants), Investment advisory (plan) $20,691