AUMdb

Southlaw, P.C. 401(k) Retirement Plan

Sponsored by Southlaw, P.C. · EIN 431723981 · Plan #001

Total assets
$12.8M
Net assets
$12.8M
Active participants
89
With balances
123

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $3,205
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0