AUMdb

Countryside Rentals, Inc. 401(k) Plan

Sponsored by Countryside Rentals, Inc. · EIN 311197186 · Plan #001

Total assets
$21.4M
Net assets
$21.4M
Active participants
341
With balances
669

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
Summit Financial, Llc CRD 299322 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Summit Financial Llc Investment advisory (plan) $42,801
Burke & Schindler, Pll Recordkeeping $16,391
Lincoln National Corporation Contract administrator $10,770