Steer Davies And Gleave Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Steer Davies And Gleave Inc · EIN 450585269 · Plan #001
- Total assets
- $10.8M
- Net assets
- $10.8M
- Active participants
- 91
- With balances
- 167
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 |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Paychex, Inc. | Recordkeeping | $17,214 |
| Gallagher Fiduciary Advisors, Llc | Investment advisory (participants) | $10,000 |