AUMdb

Fike Corporation 401(k) Plan And Trust

Sponsored by Fike Corporation · EIN 440584415 · Plan #002

Total assets
$122M
Net assets
$122M
Active participants
774
With balances
893

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $194,800
Creative Planning, Inc. Investment advisory (plan), Other fees $0
Creative Planning, Llc Investment advisory (participants), Consulting fees $0