AUMdb

Sos International Llc 401(k) Profit Sharing Plan

Sponsored by Sos International Llc · EIN 453780773 · Plan #002

Total assets
$174M
Net assets
$174M
Active participants
1,695
With balances
2,309

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Global Retirement Partners Llc Investment advisory (plan) $93,500
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $78,356
Strategic Advisors, Inc. Investment advisory (plan) $30,430