Sfm Mutual Insurance Company Savings And Retirement Plan
Sponsored by Sfm Mutual Insurance Company · EIN 411459789 · Plan #001
- Total assets
- $91.7M
- Net assets
- $91.7M
- Active participants
- 353
- With balances
- 402
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mma Securities Llc | Investment advisory (plan) | $42,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $35,155 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $29,482 |
| Nfp Retirement | Consulting (general) | $14,743 |