Sasaki Associates, Inc. 401(k) Profit Sharing Plan
Sponsored by Sasaki Associates, Inc. · EIN 042230445 · Plan #001
- Total assets
- $73.3M
- Net assets
- $73.3M
- Active participants
- 307
- With balances
- 509
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiducient Advisors Llc | Investment advisory (plan) | $64,626 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $35,470 |
| Clifton Larson Allen, Llp | Accounting | $7,875 |