J. F. Sobieski Mechanical Contractors, Inc. 401(k) & Davis Bacon Plan
Sponsored by J. F. Sobieski Mechanical Contractors, Inc. · EIN 510306624 · Plan #001
- Total assets
- $15.4M
- Net assets
- $15.4M
- Active participants
- 362
- With balances
- 411
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 |
|---|---|---|
| Kathmere Capital Management, Llc CRD 305118 | deterministic · 100% | 2024 |
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 | $89,101 |
| Kathmere Capital Management, Llc | Investment advisory (plan), Other fees | $0 |
| Atlantic Pension Services Inc | Other services, Other fees | $0 |