Fraser Business Equipment Salary Deferral Plan
Sponsored by William A. Fraser, Inc. D/B/A Fraser Business · EIN 231975860 · Plan #001
- Total assets
- $14.6M
- Net assets
- $14.6M
- Active participants
- 174
- With balances
- 127
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 |
|---|---|---|
| Cornerstone Advisors Asset Management, Llc CRD 138638 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $10,720 |
| Cornerstone Advisors Asset Mgmt | Investment advisory (plan), Other fees | $0 |