AUMdb

Sbai Profit Sharing And Retirement Plan

Sponsored by Southern Benefit Administrators Inc. · EIN 621116095 · Plan #001

Total assets
$25.4M
Net assets
$25.4M
Active participants
205
With balances
225

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
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $1,500
Wilshire Associates Incorporated Investment advisory (plan), Investment management fees (indirect) $0