Servi Tech Employees' Retirement Plan
Sponsored by Servi Tech, Inc. · EIN 480823938 · Plan #002
- Total assets
- $29.1M
- Net assets
- $29.1M
- Active participants
- 171
- With balances
- 193
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 |
|---|---|---|
| Merrill Lynch | Investment advisory (participants) | $44,935 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $1,200 |