AUMdb

Secur Serv 401(k) Plan

Sponsored by Secur Serv Inc. · EIN 952767912 · Plan #001

Total assets
$68.9M
Net assets
$68.9M
Active participants
409
With balances
604

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
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Shareholder servicing fees, Sub-transfer agency fees $59,801
Alliant Retirement Services Llc Consulting fees $37,624