AUMdb

Southern Eagle Distributing, Inc 401(k) Retirement Plan

Sponsored by Southern Eagle Distributing, Inc · EIN 363286134 · Plan #002

Total assets
$14.3M
Net assets
$14.3M
Active participants
289
With balances
315

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $74,463
Wells Fargo Clearing Services, Llc Investment advisory (plan), Other fees $0
Ejreynolds Inc. Other services, Other fees $0