AUMdb

Sanctuary Wealth Group, Llc 401(k) Retirement Plan

Sponsored by Sanctuary Wealth Group, Llc · EIN 472336833 · Plan #002

Total assets
$19.9M
Net assets
$19.9M
Active participants
143
With balances
169

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $4,873