Butzel Long Employees Thrift Plan And Trust
Sponsored by Butzel Long, A Professional Corporation · EIN 382384883 · Plan #002
- Total assets
- $109M
- Net assets
- $109M
- Active participants
- 246
- With balances
- 315
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 & Co. Inc | Investment advisory (participants) | $103,399 |
| Plante & Moran, Pllc | Accounting | $19,500 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$19,820 |