AUMdb

Sefar 401(k) Plan

Sponsored by Sefar Inc. · EIN 135438420 · Plan #002

Total assets
$23.6M
Net assets
$23.5M
Active participants
164
With balances
227

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

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
John Hancock New York Recordkeeping, Investment management, Soft dollars commissions $2,022