Sachem, Inc. Employees Profit Sharing Plan
Sponsored by Sachem, Inc. · EIN 742286932 · Plan #001
- Total assets
- $42.9M
- Net assets
- $42.9M
- Active participants
- 134
- With balances
- 211
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 Institutional Advisors, Llc CRD 126777 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $38,636 |
| Maxwell Locke & Ritter Llp | Accounting | $29,000 |
| Sageview Advisory | Investment advisory (plan) | $22,500 |