AUMdb

Systems, Llc Retirement Plan

Sponsored by Systems, Llc · EIN 201820942 · Plan #002

Total assets
$10.7M
Net assets
$10.7M
Active participants
428
With balances
526

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
Transamerica Financial Life Ins Co Recordkeeping, Participant loan processing, Investment management fees (indirect) $46,296
Qualified Plan Consultants, Llc Recordkeeping, Participant loan processing, Recordkeeping fees $26,797
Merrill Lynch Life Agency, Inc. Investment advisory (plan) $24,932
Beussink Hey Roe & Stroder Llc Accounting $10,000