AUMdb

Eggleston Special Retirement Plan

Sponsored by Louise W. Eggleston Center, Inc. · EIN 540602238 · Plan #004

Total assets
$3.1M
Net assets
$3.1M
Active participants
379
With balances
360

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
Suntrust Bank Investment advisory (participants) $8,320
John Hancock Life Insurance Company Recordkeeping, Investment management, Sub-transfer agency fees $900