Self Financial, Inc. 401(k) Plan
Sponsored by Self Financial, Inc. · EIN 473596202 · Plan #001
- Total assets
- $17.3M
- Net assets
- $17.3M
- Active participants
- 299
- With balances
- 330
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group, Llc | Investment management | $4,661 |
| Empower Annuity Insurance Company | Recordkeeping fees | $3,841 |