Simona America Group 401(k) Profit Sharing Plan
Sponsored by Simona America Group Inc. · EIN 134269250 · Plan #001
- Total assets
- $23.3M
- Net assets
- $23.3M
- Active participants
- 352
- With balances
- 369
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 |
|---|---|---|
| Ritholtz Wealth Management CRD 168652 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $40,108 |
| Ritholtz Wealth Management Llc | Investment advisory (plan) | $30,559 |