AUMdb

Santee Print Works Retirement Plan

Sponsored by Santee Print Works · EIN 135552047 · Plan #001

Total assets
$26.5M
Net assets
$25.8M
Active participants
90
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
Metropolitan Life Insurance Co. Investment management, Direct payment from the plan, Investment management fees (indirect) $73,594
Boston Wealth Management Investment advisory (plan), Investment management $66,142