Sagamore Plumbing & Heating Llc 401(k) Profit Sharing Plan
Sponsored by Sagamore Plumbing & Heating Llc · EIN 043125156 · Plan #001
- Total assets
- $15.5M
- Net assets
- $15.5M
- Active participants
- 94
- With balances
- 184
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| First National Corporation | Investment advisory (plan) | $25,049 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $2,124 |