AUMdb

S.W. Bajus, Ltd. 401 K Plan & Trust

Sponsored by S.W. Bajus, Ltd. · EIN 232133785 · Plan #001

Total assets
$7.9M
Net assets
$7.9M
Active participants
69
With balances
118

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
Marsh Mclennan Agency Securities Investment advisory (participants), Investment advisory (plan) $30,934