Systemair Mfg. Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Systemair Mfg. Inc. · EIN 592119591 · Plan #002
- Total assets
- $11.4M
- Net assets
- $11.4M
- Active participants
- 144
- With balances
- 166
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Kovack Advisors, Inc. CRD 140808 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $32,367 |
| Creative Planning. | Investment advisory (plan), Direct payment from the plan | $26,374 |
| Kovack Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $18,782 |