Leader Dogs Employees 401(k) Profit Sharing Plan
Sponsored by Leader Dogs For The Blind · EIN 381366931 · Plan #002
- Total assets
- $18.9M
- Net assets
- $18.9M
- Active participants
- 166
- With balances
- 216
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 |
|---|---|---|
| Sentinel Pension Advisors, Llc CRD 109901 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Pension Advisors | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $40,000 |
| Sentinel Benefits Group, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $23,040 |
| Charles Schwab Trust Bank | Recordkeeping, Custodial (securities), Trustee (institutional) | $9,236 |