Southwest Glass & Glazing, Inc. 401(k) Profit Sharing Plan
Sponsored by Southwest Glass & Glazing, Inc. · EIN 850203475 · Plan #001
- Total assets
- $6.7M
- Net assets
- $6.6M
- Active participants
- 152
- With balances
- 168
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $50,320 |
| Osaic Wealth, Inc. | Investment advisory (plan), Consulting fees | $25,700 |
| Peltier, Gustafson & Miller, P.A. | Accounting, Direct payment from the plan | $15,606 |