Fraley & Schilling, Inc. Amended And Restated 401(k) Profit Sharing Plan And Trust
Sponsored by Fraley & Schilling, Inc. · EIN 341036518 · Plan #001
- Total assets
- $10.7M
- Net assets
- $10.7M
- Active participants
- 437
- With balances
- 412
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping, Sub-transfer agency fees, Other insurance wrap fees | $42,437 |
| Edward D. Jones Co., L.P | Investment advisory (participants) | $24,744 |
| Wilshire Associates Inc | Investment advisory (participants) | $1,979 |