AUMdb

Surepoint Ag Systems, Inc. 401(k) Plan

Sponsored by Surepoint Ag Systems, Inc. · EIN 260555986 · Plan #002

Total assets
$7.7M
Net assets
$7.7M
Active participants
120
With balances
125

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Ifp Advisors Inc Dba Independent Fi Investment advisory (plan) $29,323
Capital Group Retirement Plan Servi Recordkeeping fees $275