AUMdb

The Siemon Company 401(k) Profit Sharing Plan

Sponsored by The Siemon Company · EIN 060535180 · Plan #003

Total assets
$82.3M
Net assets
$82.3M
Active participants
255
With balances
346

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
Scott Freeman Ret Plan Cons Consulting fees $22,201
Prudential Ret Ins And Annuity Co Recordkeeping, Investment management, Shareholder servicing fees $9,764
Empower Annuity Insurance Company Recordkeeping fees $6,208
Royal Alliance Associates Inc Investment advisory (plan) $0