Snowden Capital Advisors 401(k) Profit Sharing Plan
Sponsored by Snowden Capital Advisors Llc · EIN 450997570 · Plan #001
- Total assets
- $21.2M
- Net assets
- $21.2M
- Active participants
- 146
- With balances
- 160
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 |
|---|---|---|
| Financial Foresight, Ltd. CRD 123343 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Brinker Capital, Inc | Investment management, Investment management fees (direct) | $37,947 |
| Pcs Retirement Llc | Contract administrator, Recordkeeping, Consulting (general) | $30,266 |