AUMdb

The Ssi Group, Llc Employees' Retirement Savings Plan

Sponsored by The Ssi Group, Llc. · EIN 592715634 · Plan #003

Total assets
$69.1M
Net assets
$69.1M
Active participants
327
With balances
437

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
Schwab Retirement Plan Services,Inc Recordkeeping, Direct payment from the plan, Recordkeeping fees $5,680
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Float revenue $72