Supplemental Income 401(k) Plan
Sponsored by Board Of Trustees Of Supplemental Income Trust Fund · EIN 942554388 · Plan #002
- Total assets
- $1.9B
- Net assets
- $1.9B
- Active participants
- 34,085
- With balances
- 40,848
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 |
|---|---|---|
| Alan D Biller & Associates, Inc. CRD 105283 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mon Roc Administrators, Llc | Contract administrator, Direct payment from the plan | $2,793,642 |
| John Hancock Retirement Pl Services | Claims processing, Recordkeeping, Participant loan processing | $2,605,667 |
| Beeson, Tayer & Bodine | Legal, Direct payment from the plan | $510,929 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $456,030 |
| Alan D. Biller & Associates, In | Investment advisory (plan), Direct payment from the plan | $87,218 |
| Mercer Investments Llc | Consulting (general), Direct payment from the plan | $60,000 |
| Iron Mountain | Other services, Direct payment from the plan | $11,862 |
| Stephen Horn Insurance Services | Insurance agents and brokers, Insurance brokerage commissions | $0 |