AUMdb

The Sargent Companies 401(k) Plan

Sponsored by Charles Sargent Irrigation, Inc. · EIN 470402215 · Plan #002

Total assets
$17.8M
Net assets
$17.8M
Active participants
167
With balances
164

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
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $33,195
Mutual Securities Inc Other services, Other commissions, Other fees $0