Conn Selmer 401(k) & Profit Sharing Plan
Sponsored by Conn Selmer, Inc. · EIN 954432228 · Plan #008
- Total assets
- $43.3M
- Net assets
- $43.3M
- Active participants
- 590
- With balances
- 983
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 |
|---|---|---|
| Prospera Financial Services, Inc. CRD 10740 | 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 | $63,591 |
| Prospera Financial Services | Investment advisory (plan) | $41,593 |
| Mazars Usa Llp | Accounting | $26,333 |
| Forvis Mazars, Llp | Accounting | $24,165 |