Team Sledd, Llc Employees' 401(k) Profit Sharing Plan
Sponsored by Team Sledd, Llc · EIN 844141833 · Plan #001
- Total assets
- $14.9M
- Net assets
- $14.9M
- Active participants
- 213
- With balances
- 125
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 |
|---|---|---|
| Avantax Advisory Services Inc | Investment advisory (plan) | $38,707 |
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $27,690 |
| Lally & Co. | Accounting | $10,500 |