Samuels & Son Seafood Co. Union 401(k) Plan
Sponsored by Samuels & Son Seafood Company Inc. · EIN 232540626 · Plan #002
- Total assets
- $3.2M
- Net assets
- $3.2M
- Active participants
- 182
- With balances
- 172
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $13,326 |
| Atlantic Pension Services, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $13,213 |
| Wells Fargo Clearing Services, Llc | Investment advisory (plan) | $10,476 |
| Mesirow Financial & Investment Mana | Investment advisory (plan) | $1,497 |