AUMdb

Engage Peo Retirement Savings Plan

Sponsored by The S2 Hr Group, Llc · EIN 452441552 · Plan #001

Total assets
$1.0B
Net assets
$1.0B
Active participants
30,449
With balances
23,364

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
Slavic Mutual Funds Management Corp. CRD 113833 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Slavic Integrated Administration Recordkeeping, Participant loan processing, Participant communication $1,861,641
Slavic Mutual Fund Management Corp. Investment management, Direct payment from the plan $1,317,662
The S2 Hr Group, Llc Plan administrator $690,992
Cohnreznick Llp Accounting $76,350
Bks Retirement Services Investment advisory (participants), Direct payment from the plan $39,989
Mchenry Consulting Consulting (general) $20,000
Caron & Bletzer, Pllc Accounting $17,500
Jason F. Clausen P.C. Accounting $13,800