Sandberg, Phoenix & Von Gontard P.C. Savings Plan
Sponsored by Sandberg, Phoenix & Von Gontard P.C · EIN 431186987 · Plan #002
- Total assets
- $92.9M
- Net assets
- $92.9M
- Active participants
- 365
- With balances
- 365
Plan year beginning 11/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $30,813 |
| Cetera Investment Advisors Llc | Investment advisory (plan) | $30,000 |