AUMdb

Southgate Glass & Screen 401(k) Profit Sharing Plan

Sponsored by Southgate Glass & Screen · EIN 680384486 · Plan #001

Total assets
$5.0M
Net assets
$5.0M
Active participants
242
With balances
225

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
Allworth Financial, L.P. CRD 111167 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Allworth Financial Investment advisory (participants), Investment advisory (plan), Investment management $22,887
Ascensus Llc Contract administrator $6,163