Steamboat Is, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Steamboat Is, Inc. · EIN 271251861 · Plan #001
- Total assets
- $26.3M
- Net assets
- $26.3M
- Active participants
- 317
- With balances
- 393
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 |
|---|---|---|
| Ancora Retirement Plan Advisors, Llc CRD 31256 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ancora Retirement Plan Advisors | Investment advisory (plan) | $25,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$20,744 |