AUMdb

Supplyhouse 401(k) Profit Sharing Plan & Trust

Sponsored by Supplyhouse Llc · EIN 421604941 · Plan #002

Total assets
$19.0M
Net assets
$19.0M
Active participants
844
With balances
442

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $37,001
Empower Life & Annuity Insurance Co Recordkeeping fees $5,980