Sebastian Enterprises, Inc. 401(k) Profit Sharing Plan
Sponsored by Sebastian Enterprises, Inc. · EIN 770073615 · Plan #002
- Total assets
- $16.8M
- Net assets
- $16.8M
- Active participants
- 133
- With balances
- 256
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 |
|---|---|---|
| Bridgewealth Advisory Group, Llc CRD 293514 | deterministic · 100% | 2024 |
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bridgewealth Advisory Group | Investment advisory (participants) | $36,502 |
| T. Rowe Price | Recordkeeping, Investment management | $12,469 |
| Peery & Associates, Inc. | Consulting (pension), Participant loan processing, Participant communication | $10,604 |