AUMdb

Ssi 401(k) Plan

Sponsored by Steele Solutions, Inc. · EIN 812440527 · Plan #001

Total assets
$30.3M
Net assets
$30.3M
Active participants
409
With balances
457

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $76,650
Northwestern Mutual Wealth Mgmt Investment advisory (plan), Direct payment from the plan $24,736
Baker Tilly Us, Llp Accounting, Direct payment from the plan $17,387