Sharing Network Management Company Savings And Investment Plan
Sponsored by Sharing Network Management Company, Inc · EIN 202737498 · Plan #001
- Total assets
- $49.1M
- Net assets
- $49.1M
- Active participants
- 215
- With balances
- 292
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 |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | fuzzy_auto · 98% | 2024 |
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cetera Investment Advisors Llc | Investment advisory (plan) | $46,959 |
| Commonwealth Financial Network | Investment advisory (plan) | $32,353 |
| Fidelity Workplace Services Llc | Plan administrator, Trustee (discretionary), Investment management | $2,144 |