AUMdb

Sodastream Usa Inc 401 K Profit Sharing Plan Trust

Sponsored by Soda Stream Usa · EIN 522186584 · Plan #001

Total assets
$10.0M
Net assets
$10.0M
Active participants
122
With balances
134

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Legacy Retirement Solutions, Llc Contract administrator $2,725
Empower Annuity Insurance Co Of Ame Recordkeeping fees $1,879
Empower Advisory Group, Llc Investment management $1,311
Great West Life & Annuity Insurance Recordkeeping, Insurance services, Participant loan processing $0
Wells Fargo Advisors Ins Agency Investment advisory (participants), Investment advisory (plan) $0