Sand Companies, Inc. 401(k) Plan And Trust
Sponsored by Sand Companies, Inc. · EIN 411741095 · Plan #001
- Total assets
- $12.2M
- Net assets
- $12.2M
- Active participants
- 457
- With balances
- 236
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 |
|---|---|---|
| Accredited Investor Services, Llc CRD 148821 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Accredited Investor Services, Llc | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $71,333 |
| Alerus Financial, N.A. | Recordkeeping, Trustee (institutional), Trustee (directed) | $35,286 |
| Schlenner Wenner & Co. | Accounting | $10,750 |