AUMdb

Deep South Equipment Company 401(k) Savings Plan

Sponsored by Deep South Equipment Company · EIN 721167835 · Plan #001 · Slidell, LA

Total assets
$8.0M
Net assets
$8.0M
Active participants
337
With balances
422

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
Edward D. Jones & Co., L.P. CRD 250 fuzzy_auto · 95% 2024
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Comapny Contract administrator, Participant loan processing, Direct payment from the plan $64,787
Heard, Mcelroy & Vestal, Llc Contract administrator, Direct payment from the plan, Other services $24,810
Edward D. Jones & Co. Investment advisory (plan), Other fees $0
Wilshire Advisors, Llc Investment advisory (plan), Other investment fees and expenses $0