AUMdb

Sydenstricker Nobbe Partners 401(k) Profit Sharing Plan And Trust

Sponsored by Sydenstricker Nobbe Partners, Inc. · EIN 430947529 · Plan #001

Total assets
$68.6M
Net assets
$68.6M
Active participants
793
With balances
808

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
Tfb Advisors, Llc CRD 321870 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Tfb Advisors, Llc Investment advisory (plan) $150,324
The Vanguard Group Recordkeeping $54,262
Tax Favored Benefits, Inc Contract administrator $26,500
Forvis, Llp Accounting $10,750
Ascensus Llc Recordkeeping $0