The Sureway Group 401(k) Plan
Sponsored by Sureway Group, Inc. · EIN 364095137 · Plan #001
- Total assets
- $3.2M
- Net assets
- $3.2M
- Active participants
- 111
- With balances
- 72
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 |
|---|---|---|
| Howard Simon & Associates, Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $21,877 |
| Mesirow Financial | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $17,258 |