AUMdb

Sapona Yarns, Llc Associates Savings Plan

Sponsored by Sapona Yarns, Llc · EIN 862645786 · Plan #001

Total assets
$1.3M
Net assets
$1.3M
Active participants
141
With balances
105

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
Wells Fargo Clearing Services, Llc CRD 19616 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 $19,386
Wells Fargo Advisors Llc Investment advisory (plan) $2,858