Convene 401(k) Profit Sharing Plan
Sponsored by Sentry Centers Holdings Llc · EIN 452797947 · Plan #001
- Total assets
- $18.2M
- Net assets
- $18.2M
- Active participants
- 482
- With balances
- 764
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 |
|---|---|---|
| Pensionmark Financial Group | Recordkeeping, Trustee (institutional), Other services | $44,562 |
| Adp, Inc. | Investment advisory (participants), Other services, Direct payment from the plan | $27,453 |