Sg360 Savings Plan
Sponsored by Sg360 · EIN 362324752 · Plan #002
- Total assets
- $88.9M
- Net assets
- $88.9M
- Active participants
- 767
- With balances
- 1,087
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance & Annuity | Recordkeeping, Investment advisory (participants), Recordkeeping fees | $134,147 |
| Fiducient Advisors Llc | Recordkeeping, Investment advisory (participants), Recordkeeping fees | $33,750 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $15,118 |