AUMdb

Syufy Enterprises Retirement Plan

Sponsored by Syufy Enterprises, L.P. · EIN 942167713 · Plan #001

Total assets
$50.9M
Net assets
$50.9M
Active participants
2,462
With balances
488

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
Nfp Retirement Inc Investment advisory (plan) $50,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $44,252