Conifer Holdings, Inc. 401(k) Plan
Sponsored by Conifer Holdings, Inc. · EIN 271298795 · Plan #001
- Total assets
- $6.9M
- Net assets
- $6.9M
- Active participants
- 52
- With balances
- 90
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 |
|---|---|---|
| Gregory J. Schwartz & Co., Inc. CRD 7294 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gregory J Schwartz & Company Inc | Investment advisory (plan), Direct payment from the plan | $51,444 |
| Empower Annuity Insurance Co | Recordkeeping fees, Direct payment from the plan | $42,294 |
| Watkins Ross & Co | Contract administrator, Direct payment from the plan | $1,607 |