Sani Matic, Inc. Retirement Savings Plan
Sponsored by Sani Matic, Inc. · EIN 392044486 · Plan #007
- Total assets
- $20.4M
- Net assets
- $20.4M
- Active participants
- 154
- With balances
- 170
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Spectrum Investment Advisors, Inc. CRD 108669 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Spectrum Investment Advisors | Consulting (general), Insurance services, Investment advisory (plan) | $52,482 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $20,420 |