AUMdb

Strategic America, Inc. 401(k) Profit Sharing Plan

Sponsored by Strategic America, Inc. · EIN 421206760 · Plan #001

Total assets
$27.1M
Net assets
$27.1M
Active participants
119
With balances
159

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 $75,025