Seer Team Retirement Plan
Sponsored by The New Equation Limited Liability Company Dba Seer Interactive · EIN 030512205 · Plan #001
- Total assets
- $11.0M
- Net assets
- $11.0M
- Active participants
- 159
- With balances
- 231
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 |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $6,185 |
| Delaware Valley Retirement, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $6,128 |