The Suter Company Employees' Savings & Retirement Plan
Sponsored by The Suter Company, Inc. · EIN 362319132 · Plan #001
- Total assets
- $17.0M
- Net assets
- $17.0M
- Active participants
- 369
- With balances
- 359
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 |
|---|---|---|
| Qualified Plan Advisory, Llc CRD 135324 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Qualified Plan Advisors | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $25,210 |
| Oneamerica Retirement Services, Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $21,888 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |