AUMdb

Standard Sales Company, L.P. 401(k) Plan

Sponsored by Standard Sales Company, L.P. · EIN 750875143 · Plan #001

Total assets
$55.0M
Net assets
$55.0M
Active participants
548
With balances
877

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Lpl Financial Llc CRD 6413 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Lpl Financial Rp Investment advisory (plan) $63,846
Whitley Penn Accounting $18,550
Zions Bancorporation Na Finders' fees/placement fees $0
Fidelity Workplace Services Llc Plan administrator, Trustee (discretionary), Investment management -$36,486