401 K Employee Retirement Plan
Sponsored by Systems Automotive Interiors, Llc · EIN 452901746 · Plan #001
- Total assets
- $2.3M
- Net assets
- $2.3M
- Active participants
- 125
- With balances
- 196
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 |
|---|---|---|
| Bankplus Wealth Management, Llc CRD 152588 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Heritage Pension Advisors, Llc | Recordkeeping, Custodial (securities), Participant loan processing | $22,052 |
| Bankplus Wealth Management Group | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $15,159 |
| Williams, Weiss, Hester & Co., Pllc | Accounting | $9,500 |