AUMdb

System Resources Telecom 401(k) Plan

Sponsored by System Resources Telecom, Llc · EIN 721432916 · Plan #001

Total assets
$4.3M
Net assets
$4.3M
Active participants
212
With balances
116

Plan year beginning 01/01/2024 · 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
Merrill Lynch Life Agency, Inc. Investment advisory (plan) $29,266
Transamerica Financial Life Ins Co. Recordkeeping, Participant loan processing, Investment management fees (indirect) $25,218
The Haslauer Group, Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $2,450