A.L. Schutzman Company, Inc. 401 K Profit Sharing Plan
Sponsored by A.L. Schutzman Company · EIN 390602420 · Plan #002
- Total assets
- $8.2M
- Net assets
- $8.2M
- Active participants
- 113
- With balances
- 123
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Servic | Recordkeeping, Participant loan processing, Float revenue | $23,369 |
| Morgan Stanley | Investment advisory (plan) | $15,406 |
| Sikich Cpa Llc | Accounting | $13,300 |