AUMdb

South Atlantic Services, Inc. 401(k) Plan

Sponsored by South Atlantic Services, Inc. · EIN 560956028 · Plan #003

Total assets
$17.8M
Net assets
$17.8M
Active participants
283
With balances
297

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
Captrust Financial Advisors Investment advisory (plan) $25,750
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $22,827
Qrps, Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $9,895