Sdm Retirement Plan
Sponsored by Fiduciary Wise, Llc · EIN 813799174 · Plan #003
- Total assets
- $40.8M
- Net assets
- $40.8M
- Active participants
- 872
- With balances
- 969
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 |
|---|---|---|
| Fiduciary First, Llc CRD 150330 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Latitude Service Company, Inc. | Other services, Other fees, Direct payment from the plan | $217,855 |
| Nationwide | Recordkeeping, Sub-transfer agency fees, Other services | $36,629 |
| Fiduciary Wise, Llc | Recordkeeping, Other services, Shareholder servicing fees | $17,883 |
| Counsel Trust Company | Recordkeeping, Other services, Shareholder servicing fees | $13,874 |
| Ifam Capital | Recordkeeping, Other services, Shareholder servicing fees | $5,133 |