AUMdb

Structural Integrity Associates 401(k) Plan

Sponsored by Structural Integrity Associates, Inc. · EIN 942872355 · Plan #004

Total assets
$68.1M
Net assets
$68.1M
Active participants
272
With balances
313

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
Summitry Llc Other investment fees and expenses, Securities brokerage commissions $8,635
Hbk Sorce Advisory, Llc Other investment fees and expenses, Securities brokerage commissions $5,367
Creative Planning Llc Other investment fees and expenses, Securities brokerage commissions $2,236
Benefit Plans Admin Services, Inc. Contract administrator, Recordkeeping, Participant loan processing $1,573
Charles Schwab & Co., Inc. Other investment fees and expenses, Securities brokerage commissions $647
Moneywise, Inc. Other investment fees and expenses, Securities brokerage commissions $0