AUMdb

Doug Veerkamp General Engineering, Inc. 401(k) Plan

Sponsored by Doug Veerkamp General Engineering, Inc. · EIN 680462256 · Plan #001

Total assets
$27.6M
Net assets
$27.6M
Active participants
180
With balances
154

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
Statheros Financial Solutions, Inc. CRD 306217 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Statheros Financial Solutions, Inc. Investment advisory (plan), Direct payment from the plan $60,379
Sentinel Benefits Group, Llc Recordkeeping, Direct payment from the plan $28,876
Mid Atlantic Trust Company Custodial (securities), Trustee (individual) $5,316