AUMdb

L.W. Schneider Inc 401(k) & Profit Sharing Plan

Sponsored by Lw Schneider, Inc. · EIN 362721304 · Plan #001

Total assets
$6.2M
Net assets
$6.2M
Active participants
135
With balances
134

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Benefit Plans Admin Services, Inc. Recordkeeping, Custodial (securities), Investment management fees (direct) $26,268
Heartland Bank & Trust Company Trustee (directed), Investment management fees (direct) $21,403