Sisbarro Dealerships 401(k) Profit Sharing Plan And Trust
Sponsored by Sisbarro Autoworld, Inc. · EIN 850334453 · Plan #001
- Total assets
- $6.1M
- Net assets
- $6.1M
- Active participants
- 109
- With balances
- 120
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 |
|---|---|---|
| Westwind Capital CRD 106802 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Westwind Capital Inc. | Investment advisory (participants) | $22,226 |
| Pension Planning Consultants, Inc. | Claims processing, Participant loan processing, Other fees | $2,360 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $2,206 |