AUMdb

The Retirement Plan For Employees Of The L.S. Starrett Company

Sponsored by The L.S. Starrett Company · EIN 041866480 · Plan #001 · Athol, MA

Total assets
$85.4M
Net assets
$83.8M
Active participants
224
With balances
0

Plan year beginning 07/01/2024

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
Qci Asset Management Accounting, Trustee (institutional) $304,430
Mercer Accounting, Investment management, Other services $275,450
Charles Schwab & Co Accounting, Securities brokerage $58,886
Benefit Plan Admin Services Recordkeeping $16,850