Sb Us 401(k) Plan
Sponsored by Sb Investment Advisers (Us) Inc. · EIN 814760418 · Plan #001
- Total assets
- $133M
- Net assets
- $133M
- Active participants
- 746
- With balances
- 1,057
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisors Insurance Company | Recordkeeping fees | $104,345 |
| Empower Advisory Group, Llc | Investment management | $102,947 |
| Cbiz Benefits & Ins. Services | Contract administrator | $62,305 |
| World Investment Advisors, Llc | Investment advisory (plan) | $40,000 |
| Holthouse Carlin & Van Trigt Llp | Accounting | $19,125 |