Sor, Inc. Profit Sharing And 401(k) Plan
Sponsored by Sor, Inc. · EIN 480891679 · Plan #002
- Total assets
- $28.0M
- Net assets
- $28.0M
- Active participants
- 197
- With balances
- 261
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 |
|---|---|---|
| Prime Capital Investment Advisors, Llc CRD 288712 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $12,446 |
| Prime Capital Investment Advisors | Investment advisory (plan) | $8,822 |
| Creative Planning Llc | Investment advisory (plan) | $7,991 |