Sapaugh Motors Retirement Plan
Sponsored by Sapaugh Motors, Inc. · EIN 431334413 · Plan #001
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 147
- With balances
- 159
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 |
|---|---|---|
| Eagle Strategies Llc CRD 110826 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Recordkeeping fees, Participant loan processing, Other fees | $24,460 |
| Stifel Nicolaus & Co Inc. | Investment advisory (plan), Direct payment from the plan | $10,375 |
| Buckingham Asset Management. | Investment advisory (plan), Direct payment from the plan | $10,165 |
| Eagles Strategies, Llc | Investment advisory (plan), Direct payment from the plan | $8,891 |