AUMdb

Skybridge Resources, Llc 401(k) Plan

Sponsored by Skybridge Resources, Llc · EIN 201947062 · Plan #001

Total assets
$3.9M
Net assets
$3.9M
Active participants
259
With balances
103

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
Dependable Alternative Investments, Llc CRD 300332 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $16,579
Darwin Advisors Llc Investment advisory (plan) $14,868
Caron & Bletzer Accounting $12,000