AUMdb

S. S. White Employees 401(k) Savings Plan

Sponsored by S. S. White Technologies, Inc. · EIN 222903476 · Plan #001

Total assets
$4.8M
Net assets
$4.8M
Active participants
129
With balances
189

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
Transamerica Financial Life Ins Co Recordkeeping, Participant loan processing, Investment management fees (indirect) $29,632
Merrill Lynch Consulting (general), Investment advisory (plan), Insurance brokerage commissions $18,440