AUMdb

Ssa Group, Llc 401(k) Plan

Sponsored by Ssa Group, Llc · EIN 930996528 · Plan #001

Total assets
$20.5M
Net assets
$20.5M
Active participants
1,554
With balances
793

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
Cambridge Investment Research Advisors, Inc. CRD 134139 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Nationwide Financial Contract administrator, Direct payment from the plan, Recordkeeping fees $76,901
Legacy Benefit Services Contract administrator, Direct payment from the plan $2,474
Cambridge Investment Research Investment advisory (plan), Insurance brokerage commissions $0