AUMdb

Servpro Industries, Llc 401 K Plan

Sponsored by Servpro Industries, Llc · EIN 941659847 · Plan #001 · Gallatin, TN

Total assets
$56.2M
Net assets
$56.2M
Active participants
494
With balances
562

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
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Commonwealth Financial Network Investment advisory (plan) $71,852
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$4,776