AUMdb

Sce Environmental Group Inc 401(k) Profit Sharing Plan & Trust

Sponsored by Sce Environmental Group Inc · EIN 200181230 · Plan #001

Total assets
$968K
Net assets
$968K
Active participants
130
With balances
158

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
Jacobi Capital Management, Llc CRD 147663 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Paychex, Inc. Recordkeeping $5,139
Jacobi Capital Management Llc Investment advisory (participants) $5,106