AUMdb

Svz Usa Washington, Inc. 401(k) Profit Sharing Plan

Sponsored by Svz Usa Washington, Inc. · EIN 912056925 · Plan #001

Total assets
$3.3M
Net assets
$3.3M
Active participants
117
With balances
155

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
Beam Wealth Advisors Other fees $0
Voya Retirement Insurance & Annuit Recordkeeping fees $0