Surewerx Usa 401(k) Plan
Sponsored by Surewerx Usa Inc. · EIN 361754390 · Plan #004
- Total assets
- $14.6M
- Net assets
- $14.6M
- Active participants
- 117
- With balances
- 119
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 |
|---|---|---|
| Alera Investment Advisors, Llc CRD 287906 | deterministic · 100% | 2024 |
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 | $27,261 |
| Alera Investment Advisors Llc | Investment advisory (plan) | $7,048 |