Somerset Hardwood Flooring Employee Retirement Plan
Sponsored by Somerset Hardwood Flooring, Inc. · EIN 611074211 · Plan #001
- Total assets
- $3.6M
- Net assets
- $3.6M
- Active participants
- 194
- With balances
- 0
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 |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments | Participant loan processing, Recordkeeping fees, Account maintenance fees | $11,044 |
| Gallagher Fiduciary Advisors Llc | Investment advisory (plan) | $9,446 |
| Strategic Advisors In | Investment advisory (plan) | $602 |