Salo Incorporated 401(k) Plan
Sponsored by Salo Inc. · EIN 311692726 · Plan #001
- Total assets
- $27.5M
- Net assets
- $27.5M
- Active participants
- 612
- With balances
- 961
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 |
|---|---|---|
| Swisher Financial Concepts, Inc. CRD 121384 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Swisher Financial Concepts | Investment advisory (participants) | $47,968 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Sub-transfer agency fees | $800 |