Superior Electric Great Lakes 401(k) Plan
Sponsored by Superior Electric Great Lakes Company · EIN 311330769 · Plan #001
- Total assets
- $30.1M
- Net assets
- $30.1M
- Active participants
- 169
- With balances
- 190
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Captrust | Investment advisory (plan), Investment management fees (direct) | $40,633 |
| Sentinel Benefits Group, Inc. | Recordkeeping, Direct payment from the plan | $24,397 |
| Charles Schwab Trust Company | Custodial (securities), Direct payment from the plan | $10,534 |