Majestic Realty Collective 401(k) Plan
Sponsored by Sycamore Brokerage Llc Dba Liv Sotheby's International Realty · EIN 841484614 · Plan #001
- Total assets
- $12.8M
- Net assets
- $12.8M
- Active participants
- 227
- With balances
- 338
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| Altere Financial, Llc CRD 332723 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co. Of America | Recordkeeping fees | $56,803 |
| Onedigital Investment Advisors, Llc | Investment advisory (plan) | $45,595 |
| Resources Investment Advisors, Llc | Investment management | $8,207 |
| Alerus Financial Na | Investment management | $1,700 |
| Resources Investment Advisors Llc | Investment advisory (plan) | $0 |