AUMdb

Sakata Employee Profit Sharing & Savings Plan

Sponsored by Sakata Seed America, Inc. · EIN 942422674 · Plan #001

Total assets
$76.9M
Net assets
$76.9M
Active participants
310
With balances
394

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
Concurrent Investment Advisors, Llc CRD 323135 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Concurrent Investment Advisors Llc Investment advisory (plan) $50,000
Moss Adams, Llp Accounting $25,725
Empower Annuity Insurance Company O Recordkeeping fees $0