S&R Employees Retirement Savings Plan
Sponsored by Sinclair And Rush, Inc. · EIN 431153069 · Plan #001
- Total assets
- $21.8M
- Net assets
- $21.8M
- Active participants
- 342
- With balances
- 378
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 |
|---|---|---|
| Clayton Financial Group, Llc CRD 226729 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $64,796 |
| Clayton Financial Group | Investment advisory (plan) | $31,913 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $9 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |