Ssoba Defined Contribution Retirement Fund
Sponsored by Ssoba Defined Contribution Retirement Fund · EIN 260584149 · Plan #001 · West Babylon, NY
- Total assets
- $20.7M
- Net assets
- $20.6M
- Active participants
- 674
- With balances
- 1,202
Plan year beginning 09/01/2024 · Profit-sharing, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Alera Investment Advisors, Llc CRD 287906 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Float revenue | $115,008 |
| James R. Grisi, Llc | Legal, Direct payment from the plan | $43,200 |
| Alera Investment Advisors | Investment advisory (plan) | $25,276 |
| Citrin Cooperman Advisors Llc | Accounting, Direct payment from the plan | $21,000 |
| Peak Retirement Group, Llc | Recordkeeping, Direct payment from the plan, Float revenue | $10,557 |
| Daniel H Cook Associates | Plan administrator, Recordkeeping, Direct payment from the plan | $6,000 |