Sarracco Mechanical Services, Inc, Profit Sharing 401(k) Plan
Sponsored by Sarracco Mechanical Services, Inc. · EIN 060935943 · Plan #001
- Total assets
- $14.4M
- Net assets
- $14.4M
- Active participants
- 95
- With balances
- 106
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 |
|---|---|---|
| Lifemark Securities Corp. CRD 16204 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Simione Macca & Larrow | Accounting | $10,700 |
| Lifemark Securities Corp | Other commissions, Investment advisory (plan) | $0 |
| Fidelity Investments Institutional | Participant loan processing, Account maintenance fees, Sub-transfer agency fees | -$8,719 |