AUMdb

Srtv Holdings Llc 401(k) Program

Sponsored by Srtv Holdings Llc · EIN 830971353 · Plan #001

Total assets
$23.2M
Net assets
$23.1M
Active participants
394
With balances
457

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
Morningstar Investment Management Llc CRD 108031 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Morningstar Investment Management Investment advisory (participants) $421
Onedigital Llc Other fees $0
Economic Group Pension Services Other services $0
Voya Retirement Insurance And Annui Investment advisory (participants) $0
William E Hamm And Associates, Inc Other fees $0