AUMdb

Scm Group North America, Inc. 401(k) Plan

Sponsored by Scm Group North America, Inc. · EIN 582664474 · Plan #001

Total assets
$20.1M
Net assets
$20.1M
Active participants
257
With balances
226

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fintrust Capital Adv Dba Fintrust Investment advisory (plan) $33,630
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $28,518
Strategic Advisors, Inc. Investment advisory (plan) $13,545