Sofha Management Services, Inc. 401(k) Retirement Plan
Sponsored by Sofha Management Services, Inc. · EIN 991088595 · Plan #001
- Total assets
- $157M
- Net assets
- $157M
- Active participants
- 1,135
- With balances
- 1,302
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Llc | Investment advisory (plan) | $132,718 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $55,474 |
| Katz Sapper & Miller Llp | Accounting | $15,000 |