Src Employees Savings Trust
Sponsored by Src Holdings Corporation · EIN 431274934 · Plan #002
- Total assets
- $116M
- Net assets
- $116M
- Active participants
- 1,355
- With balances
- 1,890
Plan year beginning 02/01/2024 · 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 |
|---|---|---|
| Charles Schwab Trust Bank | Trustee (directed), Custodial (securities), Shareholder servicing fees | $28,176 |
| Milliman, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $16,803 |