AUMdb

Speedy Novus Glass Group Retirement Savings & Investment Plan

Sponsored by Speedy Novus Glass Llc · EIN 300986308 · Plan #001

Total assets
$7.0M
Net assets
$7.0M
Active participants
192
With balances
252

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
Alera Investment Advisors, Llc CRD 287906 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Clark, Raymond & Company, Pllc Accounting, Direct payment from the plan $34,250
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $32,397
Alera Investment Advisors, Llc Investment advisory (plan), Consulting fees $14,934