Deer Lake Partners Holdings 401(k) Profit Sharing Plan
Sponsored by Sabre Plumbing Heating & Air Conditioning Inc. · EIN 391881025 · Plan #001
- Total assets
- $9.2M
- Net assets
- $9.2M
- Active participants
- 246
- With balances
- 141
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $25,719 |
| American Trust Company | Recordkeeping, Custodial (securities) | $11,459 |
| Map Retirement Usa Llc | Recordkeeping | $800 |