Sfmb Management, Llc Cash Balance Pension Plan
Sponsored by Sfmb Management, Llc · EIN 464153922 · Plan #002
- Total assets
- $4.1M
- Net assets
- $4.1M
- Active participants
- 25
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones & Co Lp | Investment advisory (plan) | $9,230 |
| Futureplan By Ascensus | Contract administrator | $0 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |
| Alfred L Williams Ii Williams Actua | Contract administrator | -$264 |