Schmitt Sussman Enterprises, Inc. 401(k) Plan
Sponsored by Schmitt Sussman Enterprises, Inc. Dba Pfp Services · EIN 060895325 · Plan #001
- Total assets
- $23.0M
- Net assets
- $23.0M
- Active participants
- 208
- With balances
- 252
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 |
|---|---|---|
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cerity Partners | Consulting (pension), Investment advisory (participants), Investment advisory (plan) | $97,513 |
| July Business Services Llc | Recordkeeping | $25,793 |
| Charles Schwab Bank | Custodial (other), Trustee (institutional), Trustee (directed) | $0 |