Sanborn, Head & Associates, Inc. 401(k) Retirement Plan
Sponsored by Sanborn, Head & Associates, Inc. · EIN 020463099 · Plan #001
- Total assets
- $38.8M
- Net assets
- $38.8M
- Active participants
- 168
- With balances
- 212
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 |
|---|---|---|
| Guidance Point Retirement Services, Llc CRD 161000 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $37,977 |
| Guidance Point Retirement | Investment advisory (plan), Direct payment from the plan, Consulting fees | $28,920 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $12,026 |
| Third Party Administrators Inc. | Consulting (general), Consulting fees | $7,625 |