System Studies & Simulation, Inc. 401(k) And Profit Sharing/Retirement Plan
Sponsored by System Studies & Simulation, Inc. · EIN 631060391 · Plan #001
- Total assets
- $62.4M
- Net assets
- $62.4M
- Active participants
- 708
- With balances
- 477
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Erisa Smart | Consulting (general) | $23,212 |
| Kestra Advisory Services, Llc Fbo | Consulting (general), Investment advisory (plan) | $22,500 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$102,175 |