AUMdb

Seafield Center, Inc. 401(k) Plan And Trust

Sponsored by Seafield Center, Inc. · EIN 112700246 · Plan #001

Total assets
$8.8M
Net assets
$8.8M
Active participants
199
With balances
114

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $2,987
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0
Morgan Stanley Smith Barney Llc Other services, Other fees $0