AUMdb

Saarman Construction, Ltd. 401(k) Retirement Plan

Sponsored by Saarman Construction, Ltd. · EIN 942929210 · Plan #001

Total assets
$13.2M
Net assets
$13.2M
Active participants
97
With balances
145

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
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $30,103
Futureplan By Ascensus Recordkeeping, Participant loan processing, Recordkeeping fees $7,067
Lincoln Financial Advisors Corp Investment advisory (plan) $6,024
Mesirow Financial, Inc. Investment advisory (plan) $2,440