AUMdb

Southern Star Retirement Plan (Non Union)

Sponsored by Southern Star Central Gas Pipeline, Inc. · EIN 730183220 · Plan #007

Total assets
$54.1M
Net assets
$54.1M
Active participants
225
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Advanced Capital Group, Inc. CRD 109673 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Rudd And Wisdom, Inc. Actuarial, Direct payment from the plan $172,097
Advanced Capital Group Investment management, Investment management fees (direct) $31,840
Sageview Advisory Investment Investment management, Investment management fees (direct) $23,017
Frost Brown Todd, Llp Legal, Direct payment from the plan, Consulting fees $18,186
Us Bank, N.A. Trustee (institutional), Direct payment from the plan, Investment management fees (direct) $16,495
Dean Dorton Allen Ford, Pllc Accounting, Direct payment from the plan $15,000