Suburban Collection 401(k) Plan
Sponsored by Suburban Employee Services, Llc · EIN 383444754 · Plan #001
- Total assets
- $61.7M
- Net assets
- $61.5M
- Active participants
- 941
- With balances
- 1,411
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 |
|---|---|---|
| Gregory J. Schwartz & Co., Inc. CRD 7294 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $194,956 |
| Gregory J. Schwartz & Co., Inc. | Investment advisory (plan), Direct payment from the plan | $143,480 |