The Suddath Companies Retirement Savings Plan
Sponsored by The Suddath Companies · EIN 591786274 · Plan #002
- Total assets
- $89.9M
- Net assets
- $89.9M
- Active participants
- 1,719
- With balances
- 2,159
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 98% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
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 | $203,550 |
| Capfinancial Partners,Ll | Investment advisory (plan), Direct payment from the plan | $45,994 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |