Software Ag, Llc Profit Sharing Plan
Sponsored by Sag, Llc. · EIN 540943991 · Plan #001
- Total assets
- $231M
- Net assets
- $231M
- Active participants
- 241
- With balances
- 917
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancialpartnersllc | Investment advisory (participants), Investment advisory (plan) | $72,515 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $42,137 |