Akorbi Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Akorbi Inc · EIN 320184004 · Plan #001
- Total assets
- $2.9M
- Net assets
- $2.9M
- Active participants
- 2
- With balances
- 119
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 |
|---|---|---|
| Mariner Wealth Advisors Ic, Llc CRD 289886 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Saville Cpa's & Advisors, Llc | Accounting | $23,300 |
| Mariner Wealth Advisors Llc | Investment advisory (participants) | $3,572 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $1,514 |