Saertex Retirement Plan
Sponsored by Saertex Usa, Llc · EIN 562223993 · Plan #001
- Total assets
- $7.6M
- Net assets
- $7.6M
- Active participants
- 154
- With balances
- 174
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $36,420 |
| Kestra Investment Services Llc | Investment advisory (plan), Direct payment from the plan | $16,830 |