Service Experts Llc 401(k) Plan
Sponsored by Service Experts Llc · EIN 621639453 · Plan #002
- Total assets
- $152M
- Net assets
- $152M
- Active participants
- 3,811
- With balances
- 6,236
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $228,938 |
| Merrill Lynch Pierce Fenner & Smit | Investment advisory (plan) | $45,000 |
| Baker Tilly Us, Llp | Accounting | $20,475 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $11,989 |