AUMdb

Swift Roofing Of E Town, Inc. Retirement Savings Plan

Sponsored by Swift Roofing Of E Town, Inc. · EIN 611070245 · Plan #002 · Elizabethtown, KY

Total assets
$5.2M
Net assets
$5.2M
Active participants
109
With balances
211

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
Beneco Systems, Llc Participant communication, Direct payment from the plan, Shareholder servicing fees $45,200