Sic Llc 401(k) Plan
Sponsored by Seven Isles Capital Llc · EIN 301192932 · Plan #001
- Total assets
- $6.9M
- Net assets
- $6.9M
- Active participants
- 730
- With balances
- 294
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors | Investment advisory (participants), Recordkeeping fees | $28,078 |
| Nationwide | Recordkeeping, Participant loan processing, Trustee (institutional) | $22,835 |
| Delaware Valley Retirement, Inc. | Other fees | $18,052 |
| Proaccount | Investment advisory (participants) | $7,489 |