Semmes, Bowen & Semmes 401(k)plan
Sponsored by Semmes, Bowen & Semmes · EIN 521955555 · Plan #002
- Total assets
- $14.7M
- Net assets
- $14.7M
- Active participants
- 136
- With balances
- 139
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $30,531 |
| Merrill Lynch Life Agency, Inc | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $28,777 |
| Mks&H | Accounting, Direct payment from the plan | $17,500 |
| Blue Ridge Associates | Contract administrator, Direct payment from the plan, Other services | $4,706 |