The Sourcing Group Profit Sharing 401(k) Plan And Trust
Sponsored by The Sourcing Group · EIN 800101793 · Plan #001
- Total assets
- $11.4M
- Net assets
- $11.4M
- Active participants
- 231
- With balances
- 145
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morningstar Investment Management | Investment advisory (participants), Investment advisory (plan) | $1,364 |
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $0 |
| Qualified Services Dba Hicks Pensio | Other services | $0 |