AUMdb

Set Environmental, Inc. 401(k) Savings Plan

Sponsored by Set Environmental, Inc. · EIN 363018246 · Plan #001

Total assets
$44.0M
Net assets
$44.0M
Active participants
621
With balances
698

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
Sentinel Pension Advisors, Llc CRD 109901 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Sentinel Benefits Group, Inc. Recordkeeping, Direct payment from the plan $106,401
Sentinel Pension Advisors Investment advisory (plan), Direct payment from the plan $67,309
Fidelity Investments Custodial (securities), Direct payment from the plan $12,225