Starfish Holdings 401 K Retirement Plan
Sponsored by Starfish Holdings, Inc. · EIN 471834100 · Plan #001
- Total assets
- $304M
- Net assets
- $304M
- Active participants
- 1,876
- With balances
- 2,358
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 |
| Fiduciary First, Llc CRD 150330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $101,930 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $99,409 |
| Fiduciary First Llc | Investment advisory (plan) | $60,010 |
| Bmss Advisors & Cpas | Accounting | $16,760 |