Strategic Funding Source Inc 401 K Profit Sharing Plan And Trust
Sponsored by Strategic Funding Source Inc. Dba Kapitus · EIN 010855279 · Plan #001
- Total assets
- $16.4M
- Net assets
- $16.4M
- Active participants
- 319
- With balances
- 358
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 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 | $32,197 |
| Alliant Retirement Services | Investment advisory (plan) | $19,717 |
| Key Client Fiduciary Advisors Llc | Consulting (general) | $8,376 |
| Strategic Advisors | Investment advisory (plan) | $5,726 |