Sente Mortgage Retirement Savings Plan
Sponsored by Sente Mortgage · EIN 260402100 · Plan #001
- Total assets
- $8.9M
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners, Llc | Investment advisory (participants), Investment advisory (plan), Other services | $39,264 |
| Alerus Financial, N.A. | Recordkeeping, Trustee (institutional), Trustee (directed) | $25,569 |
| Peggy S Edge Cpa | Accounting | $8,000 |