AUMdb

Selective Site Consultants, Inc. 401 K Plan

Sponsored by Selective Site Consultants, Inc. · EIN 742841514 · Plan #001

Total assets
$6.5M
Net assets
$6.5M
Active participants
77
With balances
99

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
Craft & Sage Wealth, Llc CRD 323565 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Craft & Sage Wealth Llc Investment advisory (plan) $14,029
Capital Group Retirement Plan Svcs Recordkeeping fees $11,830