AUMdb

Serigraph, Inc. 401(k) Savings Plan

Sponsored by Serigraph, Inc. · EIN 391591367 · Plan #001

Total assets
$79.2M
Net assets
$79.2M
Active participants
324
With balances
535

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Francis Llc CRD 130687 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Francis Llc Investment advisory (participants), Investment advisory (plan) $98,985
Associated Trust Company, N.A. Recordkeeping, Consulting (pension), Trustee (directed) $55,429