AUMdb

Senta Partners 401(k) Retirement Plan

Sponsored by Senta Partners, Llc · EIN 833648129 · Plan #001

Total assets
$53.8M
Net assets
$53.8M
Active participants
1,075
With balances
751

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
Hauser Retirement Solutions 2 Llc CRD 299959 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $101,326
Hauser Retirement Solutions Investment advisory (plan), Consulting fees $65,724