Sambatek, Llc 401(k) Profit Sharing Plan
Sponsored by Sambatek, Llc · EIN 264801863 · Plan #001
- Total assets
- $12.4M
- Net assets
- $12.4M
- Active participants
- 97
- With balances
- 157
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 |
| Bernard Wealth Management Corp. CRD 159533 | fuzzy_auto · 96% | 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 | $24,597 |
| Creative Planning Llc | Investment advisory (plan) | $14,494 |
| Bergankdv Wealth Management Llc | Investment advisory (plan) | $13,246 |
| Redpath And Company Llc | Accounting | $12,000 |