AUMdb

Schnabel, Inc. 401(k) And Profit Sharing Plan

Sponsored by Schnabel, Inc. D/B/A Schnabel Engineering, Inc. · EIN 830342835 · Plan #001

Total assets
$90.2M
Net assets
$90.2M
Active participants
611
With balances
735

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
Cetera Investment Advisers Llc CRD 105644 deterministic · 100% 2024
Cetera Advisory Services Llc CRD 285648 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $54,783
Cetera Investment Advisers Llc Investment advisory (plan) $32,908
Cetera Advisors Llc Investment advisory (plan) $31,256