Santmyer Companies, Inc. 401(k) Profit Sharing Plan
Sponsored by Santmyer Companies, Inc. · EIN 341403337 · Plan #001
- Total assets
- $5.8M
- Net assets
- $5.8M
- Active participants
- 104
- With balances
- 93
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 |
|---|---|---|
| Meyers Wealth Management, Llc CRD 289801 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Meyers Wealth Management | Investment advisory (participants), Direct payment from the plan, Investment advisory (plan) | $29,459 |
| North American Ktrade Alliance, Llc | Recordkeeping | $15,417 |
| Latitude Service Company, Inc | Other services, Other fees, Direct payment from the plan | $10,240 |