Siebert Williams Shank & Co., Llc 401 K Savings Plan
Sponsored by Siebert Williams Shank & Co., Llc · EIN 133932653 · Plan #002
- Total assets
- $57.5M
- Net assets
- $57.5M
- Active participants
- 146
- With balances
- 201
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 |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $1,355 |