AUMdb

William H. Sadlier, Inc. 401 K Profit Sharing Plan

Sponsored by William H. Sadlier, Inc. · EIN 135363840 · Plan #002

Total assets
$30.0M
Net assets
$30.0M
Active participants
135
With balances
198

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Rsm Us Llp Other fees $50,400
Voya Retirement Advisors, Llc Investment advisory (participants) $8,220
Voya Retirement Insurance & Annuity Recordkeeping fees $4,550