Simmons Perrine Moyer Bergman Plc 401(k) Profit Sharing Plan & Trust
Sponsored by Simmons Perrine Moyer Bergman Plc · EIN 420665669 · Plan #002
- Total assets
- $56.8M
- Net assets
- $56.8M
- Active participants
- 117
- With balances
- 141
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 |
|---|---|---|
| Steele Capital Management, Inc. CRD 107097 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $7,656 |
| Steele Capital Management, Inc. | Investment advisory (participants), Investment advisory (plan), Investment management | $6,593 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $41 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $0 |