AUMdb

Supreme Service & Specialty Co., Inc. Profit Sharing Plan

Sponsored by Supreme Service & Specialty Co., Inc. · EIN 721021128 · Plan #001

Total assets
$42.1M
Net assets
$42.1M
Active participants
563
With balances
580

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
Hassell Wealth Management, L.L.C. CRD 297892 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc. Other fees, Participant loan processing, Recordkeeping $87,364
Hassell Wealth Mgmt Llc Investment advisory (plan), Direct payment from the plan $58,543
Martin And Pellegrin Accounting, Direct payment from the plan $11,000