Cw Suter & Son 401(k) Plan
Sponsored by Cw Suter & Son, Inc. · EIN 470528839 · Plan #001
- Total assets
- $13.5M
- Net assets
- $13.5M
- Active participants
- 172
- With balances
- 176
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 |
|---|---|---|
| Security National Bank | Trustee (institutional), Shareholder servicing fees, Investment management | $45,855 |
| Charles Schwab Trust Bank | Shareholder servicing fees, Investment management, Float revenue | $4,153 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees, Custodial (securities) | $0 |