AUMdb

Senator International Inc. 401(k) Plan

Sponsored by Senator International Inc., Dba Allermuir · EIN 208744510 · Plan #001

Total assets
$4.1M
Net assets
$4.1M
Active participants
117
With balances
121

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
Osaic Wealth, Inc. CRD 23131 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Osaic Wealth, Inc. Investment advisory (plan) $15,075
Capital Group Retirement Plan Servi Recordkeeping fees $14,476
Pension Innovations& Consulting Contract administrator $2,160