The S/L/A/M Collaborative, Inc. Investment Savings And Profit Sharing Plan
Sponsored by The S/L/A/M Collaborative, Inc. · EIN 060950562 · Plan #001
- Total assets
- $74.6M
- Net assets
- $74.6M
- Active participants
- 282
- With balances
- 395
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | 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 Advisors, Llc | Investment advisory (participants) | $31,216 |
| Raymond James Financial Services | Other fees | $0 |
| Morningstar Investment Management | Investment advisory (plan) | $0 |
| Wells Thomas Llc | Other services | $0 |
| Voya Retirement Ins. And Annuity Co | Recordkeeping fees | $0 |