AUMdb

Scott Byron & Co. , Inc. Salary Savings And Profit Sharing Plan

Sponsored by Scott Byron & Co., Inc. · EIN 363217398 · Plan #002

Total assets
$12.6M
Net assets
$12.6M
Active participants
85
With balances
131

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
John Hancock Retirment Plan Svrcs Recordkeeping, Investment management fees (direct), Float revenue $30,576
Mesirow Financial Investment advisory (plan), Direct payment from the plan $20,887
Smith & Howard Pc Accounting $10,500