Squadron Capital Llc 401(k) Employee Retirement Plan
Sponsored by Squadron Capital Llc · EIN 262772125 · Plan #001
- Total assets
- $27.5M
- Net assets
- $27.5M
- Active participants
- 502
- With balances
- 606
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $74,815 |
| Northwestern Mutual Wealth Mgmt Co | Investment advisory (plan) | $60,000 |
| Warren Averett Llc | Accounting | $31,000 |