AUMdb

Skyline Displays 401(k) Plan

Sponsored by Skyline Displays, Llc · EIN 371833268 · Plan #001

Total assets
$52.8M
Net assets
$52.8M
Active participants
406
With balances
523

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Creative Planning, Llc Investment advisory (plan) $55,948
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $41,986
Uhy Llp Accounting $13,283