Service Benefit Plan Administrative Services Corp. Retirement Plan
Sponsored by Service Benefit Plan Administrative Services Corporation · EIN 201907367 · Plan #004
- Total assets
- $53.3M
- Net assets
- $53.2M
- Active participants
- 127
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Hood River Capital Management Llc CRD 166089 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Consulting, Inc. | Actuarial, Direct payment from the plan | $177,632 |
| Dodge And Cox | Investment management, Direct payment from the plan, Investment management fees (direct) | $27,533 |
| Callan Associate, Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $25,583 |
| Hood River Capital Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $20,370 |
| State Street Bank & Trust Co | Trustee (institutional), Direct payment from the plan | $18,928 |