AUMdb

Seatrax, Inc. Employees 401(k) Plan

Sponsored by Seatrax, Inc. · EIN 760363577 · Plan #001

Total assets
$15.8M
Net assets
$15.8M
Active participants
441
With balances
333

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
Lockton Investment Advisors, Llc CRD 144133 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lockton Investment Advisors, Llc Investment advisory (plan) $29,113
Newport Group, Inc Contract administrator, Recordkeeping, Trustee (institutional) $9,136