AUMdb

Interface Engineering Inc. Retirement Plan

Sponsored by Interface Engineering Inc · EIN 930576423 · Plan #003

Total assets
$58.5M
Net assets
$58.5M
Active participants
250
With balances
359

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
Sloy, Dahl & Holst, Llc CRD 110102 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Sloy, Dahl & Holst, Inc. Investment advisory (plan) $125,903
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $3,718