AUMdb

Sid Grinker Restoration 401 K Plan

Sponsored by Sid Grinker Restoration Inc. · EIN 390983766 · Plan #005

Total assets
$10.5M
Net assets
$10.5M
Active participants
123
With balances
147

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
Charles Schwab Trust Bank Direct payment from the plan, Securities brokerage commissions $12,654
Sikich Llp Recordkeeping, Participant loan processing, Recordkeeping fees $7,500
Sikich Capital Management Recordkeeping, Participant loan processing, Recordkeeping fees $7,500
Sikich Llc Recordkeeping, Participant loan processing, Recordkeeping fees $1,906
American United Life Insurance Co Recordkeeping, Participant loan processing, Direct payment from the plan $1,789
Transamerica Life Insurance Co Recordkeeping, Participant loan processing, Investment management fees (indirect) $1,585