AUMdb

Sandis 401 K

Sponsored by Sandis Civil Engineers, Surveyors, · EIN 941724242 · Plan #001

Total assets
$22.4M
Net assets
$22.4M
Active participants
103
With balances
131

Plan year beginning 09/01/2024 · 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
Newport Group, Inc. Participant loan processing, Recordkeeping fees, Other fees $26,302