Saama Technologies, Llc 401(k) Plan
Sponsored by Saama Technologies, Llc · EIN 770456182 · Plan #001
- Total assets
- $34.3M
- Net assets
- $34.3M
- Active participants
- 192
- With balances
- 301
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Llc | Investment advisory (plan) | $32,788 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $15,520 |
| Creative Planning Holdco Llc | Consulting (general) | $6,752 |
| Strategic Advisors, Inc | Investment advisory (plan) | $0 |