AUMdb

S&H Express Employee Benefit Program

Sponsored by S&H Express, Inc. · EIN 232473758 · Plan #001

Total assets
$8.5M
Net assets
$8.5M
Active participants
323
With balances
184

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
Northeast Financial Group, Inc. CRD 122609 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Northeast Financial Group, Inc. Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) $27,493
Nwps Recordkeeping, Direct payment from the plan, Recordkeeping fees $11,439