AUMdb

Service, Inc. Retirement Plan

Sponsored by Service, Inc. Of Illinois · EIN 363670951 · Plan #001

Total assets
$8.0M
Net assets
$8.0M
Active participants
235
With balances
254

Plan year beginning 07/01/2024 · 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
Epic Retirement Plan Services Recordkeeping, Participant loan processing, Participant communication $6,368
Charles Schwab & Co., Inc. Shareholder servicing fees $0