S.J. Innovations, Llc 401 K Profit Sharing Plan
Sponsored by S.J. Innovations, Llc · EIN 464317094 · Plan #001
- Total assets
- $6.6M
- Net assets
- $6.6M
- Active participants
- 134
- With balances
- 160
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 |
|---|---|---|
| Ok401 K, Inc. CRD 286410 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ok401 K Inc | Investment advisory (plan) | $14,072 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $13,021 |