Susan Gage Caterer, Inc. 401(k) Profit Sharing Plan
Sponsored by Susan Gage Caterer, Inc. · EIN 521662870 · Plan #001
- Total assets
- $9.2M
- Net assets
- $9.2M
- Active participants
- 124
- With balances
- 170
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 |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Consulting (pension), Other investment fees and expenses, Direct payment from the plan | $28,275 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $21,706 |
| Coastal Pension Services Inc | Contract administrator, Other services, Other fees | $0 |