AUMdb

Specialty Underwriters Llc Retirement Plan

Sponsored by Specialty Underwriters Llc · EIN 391915737 · Plan #001

Total assets
$15.0M
Net assets
$15.0M
Active participants
136
With balances
78

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
Johnson Bank Trustee (institutional), Investment advisory (plan), Direct payment from the plan $56,386