Applied Underwriters Inc. Retirement Saving Plan
Sponsored by Applied Underwriters Inc. · EIN 943252393 · Plan #333
- Total assets
- $94.0M
- Net assets
- $94.0M
- Active participants
- 909
- With balances
- 909
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cetera Investment Advisers Llc | Investment advisory (plan) | $42,326 |
| Capital Group Retirement Plan Svcs | Recordkeeping fees, Other services, Investment management fees (indirect) | $11,450 |
| Charles Schwab & Co Inc | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $58 |