AUMdb

Somfy Systems, Inc. Employees Profit Sharing Plan

Sponsored by Somfy Systems, Inc. · EIN 222182262 · Plan #002

Total assets
$40.9M
Net assets
$40.9M
Active participants
146
With balances
160

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$4,203