Software Technology Group 401(k) Plan
Sponsored by Software Technology Group, Inc. · EIN 870560658 · Plan #001
- Total assets
- $20.1M
- Net assets
- $20.1M
- Active participants
- 170
- With balances
- 241
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 |
|---|---|---|
| Twin Peaks Wealth Management Llc CRD 165044 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Twin Peaks Wealth Management Llc | Investment advisory (plan) | $53,825 |
| The Vanguard Group | Recordkeeping | $22,912 |
| Dwc The 401(k) Experst | Contract administrator | $15,435 |
| Larson & Co | Contract administrator | $11,250 |