Netchex 401(k) Plan
Sponsored by S & W Payroll Services, Llc · EIN 421592649 · Plan #001
- Total assets
- $15.8M
- Net assets
- $15.8M
- Active participants
- 330
- With balances
- 277
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Global Banking Ops | Investment advisory (plan) | $96,438 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $34,928 |
| Sma Services, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $5,542 |