The Service Companies 401(k) Profit Sharing Plan And Trust
Sponsored by The Service Companies, Inc. · EIN 262251010 · Plan #001 · Miramar, FL
- Total assets
- $4.3M
- Net assets
- $4.3M
- Active participants
- 5,313
- With balances
- 188
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Llc | Investment advisory (plan) | $18,689 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $15,692 |