AUMdb

Site Safety Llc 401(k) Profit Sharing Plan & Trust

Sponsored by Site Safety Llc · EIN 134076510 · Plan #001

Total assets
$6.6M
Net assets
$6.6M
Active participants
92
With balances
109

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
Equitable Advisors, Llc CRD 6627 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Equitable Advisors, Llc Investment advisory (participants) $21,149
Katz, Sapper & Miller Accounting $16,500
Paychex, Inc. Recordkeeping $13,021