AUMdb

Satco Products, Inc. Profit Sharing Plan And Trust

Sponsored by Satco Products, Inc. · EIN 112070002 · Plan #002

Total assets
$12.3M
Net assets
$12.3M
Active participants
310
With balances
157

Plan year beginning 06/01/2024 · Age/service weighted or new comparability, Profit-sharing

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Sanford C. Bernstein & Co., Llc CRD 104474 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Sanford C. Bernstein & Co., Llc Investment advisory (plan) $30,960
Sax Llp Accounting $18,000