Southeastern Pneumatic 401(k) Plan
Sponsored by Southeastern Pneumatic, Inc. · EIN 581754851 · Plan #003
- Total assets
- $3.5M
- Net assets
- $3.5M
- Active participants
- 87
- With balances
- 102
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward Jones | Investment advisory (plan) | $15,248 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $2,675 |