AUMdb

Foulston Siefkin Savings Plan

Sponsored by Foulston Siefkin Llp · EIN 480572027 · Plan #002

Total assets
$140M
Net assets
$140M
Active participants
187
With balances
246

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
The Vanguard Group, Inc. Recordkeeping, Trustee (directed), Participant loan processing $475