AUMdb

The Ralph Korte Enterprises Profit Sharing/Thrift Plan

Sponsored by Korte Construction Company · EIN 371017433 · Plan #002 · Highland, IL

Total assets
$52.8M
Net assets
$52.8M
Active participants
218
With balances
297

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $31,977
Strategic Advisors, Inc. Investment advisory (plan) $10,327