AUMdb

Sanden 401 K Plan

Sponsored by Sanden, Inc. · EIN 611316269 · Plan #001

Total assets
$1.7M
Net assets
$1.7M
Active participants
98
With balances
113

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
Centerline Wealth Advisors, Llc CRD 164485 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Centerline Wealth Advisors Investment advisory (plan) $2,351
Empower Annuity Ins Co Of America Recordkeeping fees $900
Empower Advisory Group, Llc Investment management $222
Retirement Management Services Llc Contract administrator $0