AUMdb

Four Seasons Environmental, Inc. 401(k) Plan

Sponsored by Four Seasons Environmental, Inc. · EIN 311087929 · Plan #005 · Monroe, OH

Total assets
$38.9M
Net assets
$38.9M
Active participants
383
With balances
450

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
Swbc Investment Advisory Services Llc CRD 156155 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 $42,145
Swbc Investment Advisory Services, Investment advisory (plan) $33,727
Dean Dorton Accounting $7,506