Swbc Professional Employer Services 401(k) Plan
Sponsored by Swbc Professional Employer Services V, Llc · EIN 273708085 · Plan #333
- Total assets
- $201M
- Net assets
- $201M
- Active participants
- 11,989
- With balances
- 6,871
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 |
|---|---|---|
| Slavic Mutual Funds Management Corp. CRD 113833 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Slavic Integrated Administration | Recordkeeping, Participant loan processing, Participant communication | $716,680 |
| Slavic Mutual Fund Management Corp. | Investment management, Direct payment from the plan | $95,262 |
| Fiduciary Partners Retirement Group | Investment advisory (participants), Investment management fees (direct) | $69,434 |
| Fiduciary Partners Inv Consulting | Investment advisory (participants) | $69,434 |