Sb Architects 401(k) Profit Sharing Plan
Sponsored by Sb Architects · EIN 941723964 · Plan #003
- Total assets
- $13.4M
- Net assets
- $13.4M
- Active participants
- 74
- With balances
- 120
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $22,546 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $21,871 |
| Mma Securities Llc | Investment advisory (plan) | $11,567 |
| Planchec(k) Cpas Llc | Accounting | $8,000 |