Southern States Utility Trailer Sales, Inc. 401(k) Retirement Plan
Sponsored by Southern States Utility Trailer Sales, Inc. · EIN 640666992 · Plan #001
- Total assets
- $12.3M
- Net assets
- $12.3M
- Active participants
- 135
- With balances
- 112
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 |
|---|---|---|
| Mascagni Wealth Management, Inc. CRD 115046 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mascagni Wealth Management | Investment advisory (plan), Direct payment from the plan | $58,410 |
| Cpi Qualified Plan Consultants, Inc | Recordkeeping, Consulting (pension), Participant loan processing | $11,062 |