Fraser Industries Union Employees 401(k)
Sponsored by Fraser Industries · EIN 271970821 · Plan #002
- Total assets
- $3.2M
- Net assets
- $3.2M
- Active participants
- 96
- With balances
- 137
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 |
|---|---|---|
| Prime Capital Investment Advisors, Llc CRD 288712 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Other fees, Participant loan processing, Recordkeeping fees | $22,006 |
| Wipfli, Llp. | Accounting, Direct payment from the plan | $16,000 |
| Prime Capital Investment | Investment advisory (plan), Direct payment from the plan | $10,179 |