AUMdb

Resonance 401(k) Plan

Sponsored by Ssg Advisors, Llc Dba Resonance · EIN 271226648 · Plan #001

Total assets
$7.2M
Net assets
$7.2M
Active participants
86
With balances
122

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
Transamerica Retirement Solutions, Recordkeeping, Participant loan processing, Investment management fees (indirect) $65,981
Futureplan By Ascensus Recordkeeping, Participant loan processing, Recordkeeping fees $2,250
Sbhu/Morgan Stanley Smith Barney, L Insurance agents and brokers, Insurance services, Insurance brokerage commissions $0