AUMdb

Satco, Inc. 401(k) Retirement Plan

Sponsored by Satco, Inc. · EIN 952546613 · Plan #001

Total assets
$43.0M
Net assets
$43.0M
Active participants
401
With balances
446

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
Morgan Stanley Smith Barney Recordkeeping, Trustee (institutional), Other services $66,042
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $4,745
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0