System Dynamics International, Inc. 401(k) Plan
Sponsored by System Dynamics International, Inc. · EIN 591923177 · Plan #003
- Total assets
- $13.2M
- Net assets
- $13.2M
- Active participants
- 41
- With balances
- 105
Plan year beginning 10/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth Inc | Investment advisory (plan), Direct payment from the plan | $27,246 |
| Principal Life Insurance Company | Contract administrator, Recordkeeping fees, Participant loan processing | $19,748 |
| Ascensus | Contract administrator, Direct payment from the plan, Other services | $3,104 |