AUMdb

Saunders House Employee Savings And Retirement N Plan

Sponsored by Old Man's Home Of Philadelphia · EIN 231352250 · Plan #001

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

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
Wick Capital Partners, Llc CRD 299194 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Wick Capital Partners. Investment advisory (plan), Direct payment from the plan $19,783
The Vanguard Group, Inc. Other fees, Recordkeeping, Recordkeeping fees $19,196
Cbiz Mhm, Llc Phila Accounting, Direct payment from the plan $12,500