Sca Great Lakes Pooled Employer Plan
Sponsored by Plan Compliance Services, Inc. · EIN 593708427 · Plan #001
- Total assets
- $7.9M
- Net assets
- $7.9M
- Active participants
- 239
- With balances
- 142
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 |
|---|---|---|
| Souders Financial Advisors, Llc CRD 296780 | deterministic · 100% | 2024 |
| Highland Consulting Associates Inc. CRD 109834 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Souders Financial Advisors, Llc | Investment advisory (participants) | $21,032 |
| Highland Consulting Associates | Investment advisory (participants) | $6,642 |