R.W. Sauder, Inc. 401(k) Profit Sharing Plan
Sponsored by R.W. Sauder, Inc. · EIN 236542183 · Plan #001 · Lititz, PA
- Total assets
- $22.6M
- Net assets
- $22.6M
- Active participants
- 258
- With balances
- 362
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 |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Concurrent Investment | Investment advisory (plan) | $53,467 |
| Rkl, Llp | Accounting | $14,372 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $4,099 |