Setex, Inc. Tax Deferred Savings Plan And Trust
Sponsored by Setex, Inc. · EIN 341570556 · Plan #001
- Total assets
- $52.5M
- Net assets
- $52.5M
- Active participants
- 354
- With balances
- 438
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Everhart Financial Group Inc CRD 107091 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Everhart Financial Group Inc | Investment advisory (plan) | $51,059 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $39,164 |