Ssoe, Inc. Profit Sharing And Savings Plan And Trust
Sponsored by Ssoe, Inc. · EIN 341045421 · Plan #001
- Total assets
- $286M
- Net assets
- $286M
- Active participants
- 1,325
- With balances
- 1,670
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 |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $121,946 |
| Nfp Retirement Inc | Consulting (general) | $120,000 |
| Vanguard Advisers Inc. | Investment advisory (participants) | $103,674 |
| Clifton Larson Allen Llp | Accounting | $12,600 |