S/A/R Academy 401(k) Plan
Sponsored by Salanter Akiba Riverdale Academy · EIN 132646185 · Plan #001
- Total assets
- $66.1M
- Net assets
- $66.1M
- Active participants
- 380
- With balances
- 491
Plan year beginning 09/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sentinel Pension Advisors, Llc CRD 109901 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Benefits Group, Llc | Recordkeeping, Direct payment from the plan | $69,628 |
| Sentinel Pension Advisors | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $23,046 |
| Pkf Oconnor Davies | Other fees | $15,300 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional) | $6,985 |