AUMdb

State Electric Supply Company Employees' Retirement And Savings Plan

Sponsored by State Electric Supply Company · EIN 550384235 · Plan #001

Total assets
$69.5M
Net assets
$69.5M
Active participants
701
With balances
866

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $7,413
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$59,071