The Communications Group 401(k) Plan
Sponsored by The Speech Pathology Group, Inc. · EIN 943290122 · Plan #001
- Total assets
- $37.7M
- Net assets
- $37.6M
- Active participants
- 1,484
- With balances
- 816
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 |
|---|---|---|
| Sanctuary Wealth Advisors Llc CRD 285428 | deterministic · 100% | 2024 |
| Two West Capital Advisors Llc CRD 154543 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $108,275 |
| Sanctuary Advisors Llc | Investment advisory (participants) | $69,074 |
| The Communications Group Susan Star | Trustee (individual) | $57,764 |
| Flynn, Shojinaga & Associates, Inc. | Direct payment from the plan | $14,255 |
| Two West Capital Advisors Llc | Investment advisory (participants) | $10,321 |