AUMdb

Sc&H Group, Inc. 401(k) Profit Sharing Plan

Sponsored by Sc&H Group, Inc. · EIN 205991824 · Plan #001

Total assets
$74.0M
Net assets
$74.0M
Active participants
358
With balances
439

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
Nfp Retirement Inc. Investment advisory (plan) $35,000
Fidelity Investments Institutional Recordkeeping, Participant loan processing, Recordkeeping fees $19,572
Vanguard Inc. Recordkeeping, Participant loan processing, Consulting (general) $19,139
Transition Finance Strategies, Llc Accounting, Other services, Recordkeeping $18,439
Coastal Pension Services, Llc Accounting, Other services, Recordkeeping $13,131