Soave Enterprises L.L.C. Savings And Profit Sharing Plan And Trust
Sponsored by Soave Enterprises, Llc · EIN 383389446 · Plan #001
- Total assets
- $58.1M
- Net assets
- $58.1M
- Active participants
- 1,047
- With balances
- 632
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 |
|---|---|---|
| Gregory J. Schwartz & Co., Inc. CRD 7294 | fuzzy_auto · 99% | 2024 |
| Cetera Investment Advisers Llc CRD 105644 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping, Participant loan processing, Direct payment from the plan | $166,491 |
| Gregory J Schwartz & Company Inc | Investment advisory (plan) | $71,566 |
| Cetera Investment Advisers Llc | Investment advisory (plan) | $8,915 |