Sycamore Services 401(k) Plan
Sponsored by Sycamore Services, Inc · EIN 351064235 · Plan #002
- Total assets
- $5.3M
- Net assets
- $5.3M
- Active participants
- 436
- With balances
- 258
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Oppenheimer & Co. Inc. CRD 249 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Account maintenance fees | $29,755 |
| Oppenheimer & Co, Inc. | Investment advisory (plan) | $19,540 |