AUMdb

Security Properties Residential, Llc 401(k) Plan

Sponsored by Security Properties Residential, Ll · EIN 273854827 · Plan #002

Total assets
$15.2M
Net assets
$15.2M
Active participants
524
With balances
685

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
United 401(k) Plans, Inc. Plan administrator, Direct payment from the plan, Recordkeeping fees $79,070
Global Retirement Partners, Llc Investment advisory (plan) $28,251