AUMdb

Serta Simmons Bedding 401(k) Retirement Plan

Sponsored by Serta Simmons Bedding, Llc · EIN 010931874 · Plan #001

Total assets
$276M
Net assets
$276M
Active participants
2,704
With balances
3,797

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
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Investment management fees (indirect), Shareholder servicing fees $249,261
Captrust Financial Partners, Llc Consulting fees $80,372
Windham Brannon Accounting $26,500