Strategic Business Systems, Inc. 401(k) Profit Sharing Plan
Sponsored by Strategic Business Systems, Inc. · EIN 541994992 · Plan #001
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 100
- With balances
- 197
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Equity Services, Inc. | Investment advisory (plan) | $29,299 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $27,847 |
| Benchmark Retirement Plan Svcs | Contract administrator | $1,700 |