AUMdb

Senior Management, Inc. 401 K Retirement Plan

Sponsored by Senior Management, Inc. · EIN 201105150 · Plan #001

Total assets
$4.1M
Net assets
$4.1M
Active participants
224
With balances
125

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
Ascensus Llc Recordkeeping fees, Participant loan processing, Other fees $4,910
United Of Omaha Participant loan processing, Other fees, Direct payment from the plan $1,350