AUMdb

St. Bernard Soap Company 401(k) Plan

Sponsored by St. Bernard Soap Company · EIN 980390818 · Plan #001

Total assets
$9.9M
Net assets
$9.9M
Active participants
0
With balances
214

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $59,555
Creative Planning Inc Contract administrator, Investment advisory (plan), Direct payment from the plan $7,437