AUMdb

Anchor Construction Corporation 401(k) Retirement Plan

Sponsored by Anchor Construction Corporation · EIN 521425303 · Plan #001

Total assets
$18.9M
Net assets
$18.8M
Active participants
382
With balances
443

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
Schneider Downs Wealth Management Advisors, Lp CRD 128591 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Schneider Downs Wealth Mgmt Adv. Investment advisory (participants), Investment advisory (plan) $68,261
Schneider Downs Ret. Solutions Recordkeeping $34,963
Charles Schwab Trust Company Custodial (securities) $7,716