AUMdb

State Of The Art, Inc. Money Purchase Pension Plan

Sponsored by State Of The Art, Inc. · EIN 251202653 · Plan #001

Total assets
$24.2M
Net assets
$24.2M
Active participants
112
With balances
130

Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account

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
Newport Group, Inc. Contract administrator, Recordkeeping, Trustee (institutional) $35,904
Pnc Institutional Asset Management Investment advisory (plan) $18,988
Newport Trust Company Trustee (institutional), Direct payment from the plan $7,151