Sokol And Company 401(k) Salary Reduction Plan And Trust
Sponsored by Sc Bcp Acquisition Company, Llc · EIN 883621798 · Plan #001
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 81
- With balances
- 152
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 |
|---|---|---|
| Ancora Retirement Plan Advisors, Llc CRD 31256 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ancora Retirement Plan Advisors | Investment advisory (plan) | $27,499 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $26,874 |