St&R/Wti Retirement Savings Plan
Sponsored by Sandler, Travis & Rosenberg P.A. · EIN 592027519 · Plan #001
- Total assets
- $28.6M
- Net assets
- $28.6M
- Active participants
- 71
- With balances
- 186
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Srvcs | Recordkeeping, Participant loan processing, Float revenue | $172,489 |
| Lpl Financial Llc | Investment advisory (plan) | $62,969 |
| Kaufman, Rossin & Co Pa | Accounting | $14,700 |