Systems Planning And Analysis, Inc. Profit Sharing Plan And Trust
Sponsored by Systems Planning And Analysis, Inc. · EIN 520956951 · Plan #002
- Total assets
- $428M
- Net assets
- $428M
- Active participants
- 2,052
- With balances
- 3,092
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $131,655 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $57,305 |
| Creative Planning Legal, P.A. | Investment advisory (plan) | $32,500 |
| Captrust | Investment advisory (participants) | $22,549 |
| Creative Planning Retirement Serv. | Other services | $16,250 |
| Aprio Llp | Accounting | $10,750 |