AUMdb

Sanders Supply, Inc. 401(k) Plan

Sponsored by Sanders Supply, Inc. · EIN 710426080 · Plan #001

Total assets
$11.3M
Net assets
$11.3M
Active participants
156
With balances
163

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
Stephens Group Asset Management, Llc CRD 288981 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Stephens Group Asset Management Llc Investment advisory (plan) $28,415
Empower Annuity Insurance Company O Recordkeeping fees $26,166
Leafhouse Financial Advisors, Llc Other fees $3,966
Empower Advisory Group, Llc Investment management $2,858