Sapp Bros., Inc. Retirement Plan
Sponsored by Sapp Bros., Inc. · EIN 470720019 · Plan #001
- Total assets
- $30.5M
- Net assets
- $30.5M
- Active participants
- 884
- With balances
- 790
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $66,489 |
| Usi Advisors Inc | Investment advisory (plan) | $64,165 |