AUMdb

Security Benefit Associates Profit Sharing And Savings Plan

Sponsored by Eldridge Wealth Solutions, Inc. · EIN 481202239 · Plan #002

Total assets
$389M
Net assets
$389M
Active participants
1,664
With balances
3,029

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
Security Benefit Life Contract administrator $28,332