AUMdb

Skytop Lodge Corporation Savings And Investment Plan

Sponsored by Skytop Lodge Corporation · EIN 233012947 · Plan #002

Total assets
$5.3M
Net assets
$5.3M
Active participants
200
With balances
167

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 deterministic · 100% 2024
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Recordkeeping fees, Participant loan processing $26,019
Edward Jones Investment advisory (plan), Other fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0