Sopheon 401(k) Profit Sharing Plan
Sponsored by Sopheon Corporation · EIN 411967943 · Plan #001
- Total assets
- $21.3M
- Net assets
- $21.3M
- Active participants
- 86
- With balances
- 129
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 |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
| Usi Securities, Inc. CRD 43793 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $52,355 |
| Gallagher Fiduciary Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $18,024 |
| Usi Securities Inc | Investment advisory (plan), Direct payment from the plan | $14,794 |
| Eide Bailly | Accounting, Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |