AUMdb

Superior Integrity 401(k) Plan

Sponsored by Desert Ndt, Llc · EIN 900803017 · Plan #001

Total assets
$5.7M
Net assets
$5.7M
Active participants
204
With balances
236

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
Milliman Recordkeeping, Consulting (pension), Copying and duplicating $42,448
Charles Schwab Trust Bank Custodial (securities), Trustee (directed), Shareholder servicing fees $4,541
Charles Schwab & Co., Inc. Custodial (securities), Shareholder servicing fees $0