Stevenson Weir/Southern Llc Retirement Savings Plan
Sponsored by Stevenson Weir/Southern Llc · EIN 871327110 · Plan #001
- Total assets
- $4.8M
- Net assets
- $4.8M
- Active participants
- 174
- With balances
- 172
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 |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $12,009 |
| Adp Broker Dealer | Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees | $0 |
| Lpl Financial | Other services, Other fees | $0 |