AUMdb

Badillo Saatchi & Saatchi, Inc. Employees Savings Plan

Sponsored by Badillo Saatchi & Saatchi, Inc. · EIN 660503707 · Plan #002

Total assets
$12.1M
Net assets
$12.1M
Active participants
89
With balances
168

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
Independent Financial Group, Llc CRD 7717 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Independent Financial Group Llc Investment advisory (plan) $50,380
Empoweradvisory Group Llc Investment management $18,370
Falcon Sanchez & Assoc Psc Accounting $13,520
A & A Employee Benefits Consulting Contract administrator $9,264
Empower Annuity Insurance Company Recordkeeping fees $0