Srk Retirement Savings & Investment Plan
Sponsored by Sumiriko Ohio, Inc. · EIN 341576708 · Plan #001
- Total assets
- $67.9M
- Net assets
- $67.9M
- Active participants
- 432
- With balances
- 570
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $61,569 |
| Deloitte & Touche Llp | Accounting | $49,000 |
| Cbiz Investment Adv Services, Llc | Investment advisory (participants), Investment advisory (plan) | $44,250 |
| Cbiz Benefits & Insurance Services | Investment advisory (plan) | $9,000 |