AUMdb

S&P Usa Ventilation Systems, Llc 401(k) Plan

Sponsored by S&P Usa Ventilation Systems, Llc · EIN 593101569 · Plan #001

Total assets
$4.2M
Net assets
$4.2M
Active participants
140
With balances
101

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
Nesteggs Retirement Plan Services, Inc. CRD 133507 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Nesteggs Retirement Plan Svcs, Inc. Recordkeeping, Investment management, Named fiduciary $30,019