Specialized Products, Ltd 401(k) Plan
Sponsored by Specialized Products, Ltd · EIN 391793295 · Plan #001
- Total assets
- $5.5M
- Net assets
- $5.5M
- Active participants
- 98
- With balances
- 103
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) | $17,120 |
| Retirement Plan Partners, Llc | Contract administrator | $1,834 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $470 |