Sewell Family Of Companies, Inc. 401(k) Profit Sharing Plan
Sponsored by Sewell Family Of Companies Inc. · EIN 750715754 · Plan #001 · Odessa, TX
- Total assets
- $18.1M
- Net assets
- $18.1M
- Active participants
- 620
- With balances
- 321
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 |
|---|---|---|
| Sta Benefits Ltd | Investment advisory (participants) | $52,900 |
| John Hancock | Recordkeeping, Distribution (12b-1) fees, Investment management | $44,875 |
| Nfp Retirement | Investment advisory (participants) | $14,334 |
| Wilshire Associates Inc. | Investment advisory (participants) | $7,557 |