AUMdb

The Signresource Retirement Savings Plan

Sponsored by Signresource, Llc · EIN 952626807 · Plan #001

Total assets
$4.3M
Net assets
$4.3M
Active participants
430
With balances
214

Plan year beginning 01/01/2021 · 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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $16,580
Morgan Stanley Smith Barney Other commissions $0

Filing history

Plan year Assets Participants Source
01/01/2021 $4.3M 430 ack 20250520125853NAL0001930451001
01/01/2020 $3.8M 337 ack 20250520125349NAL0001588352001