Sbe2 401 K Plan
Sponsored by Sbe2, Llc · EIN 814844239 · Plan #001
- Total assets
- $7.5M
- Net assets
- $7.5M
- Active participants
- 295
- With balances
- 241
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $59,630 |
| Orenda Retirement Llc | Contract administrator, Direct payment from the plan, Other services | $11,067 |
| New York Life Securities | Other services, Other commissions, Other fees | $0 |
| Wilshire Associates Incorporated | Investment advisory (plan), Other investment fees and expenses | $0 |