Seec Retirement Plan
Sponsored by Seec, Inc. · EIN 521557285 · Plan #001
- Total assets
- $9.6M
- Net assets
- $9.6M
- Active participants
- 254
- With balances
- 268
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $77,865 |
| Benchmark Retirement Plan Services | Contract administrator, Direct payment from the plan, Other services | $6,254 |
| Global Retirement Partners Llc | Investment advisory (plan), Other fees | $0 |