AUMdb

Structural Group, Inc. 401(k) Savings Plan And Trust

Sponsored by Structural Group Inc. · EIN 521071818 · Plan #001

Total assets
$188M
Net assets
$188M
Active participants
2,404
With balances
2,421

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
Creative Planning Institutional Advisors, Llc CRD 126777 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 $214,933
Sageview Advisory Group, Llc Investment advisory (plan), Direct payment from the plan $76,739