Society Of Certified Insurance Counselors 401(k) Plan
Sponsored by The Society Of Certified Insurance Counselors · EIN 741785679 · Plan #002
- Total assets
- $14.3M
- Net assets
- $14.3M
- Active participants
- 86
- With balances
- 104
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $48,955 |
| Calhoun, Thomson+Matza, Llp | Accounting, Direct payment from the plan | $15,900 |