Sihle Insurance Group, Inc. Savings Plan
Sponsored by Sihle Insurance Group, Inc. · EIN 591619274 · Plan #001
- Total assets
- $5.9M
- Net assets
- $5.9M
- Active participants
- 111
- With balances
- 159
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 |
|---|---|---|
| Bison Wealth, Llc CRD 299805 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $10,927 |
| Bison Wealth Llc | Investment advisory (plan) | $8,689 |
| Northwestern Mutual Wealth Mgmt Co | Investment advisory (plan) | $4,147 |
| Carpenter Morse Group | Contract administrator | $1,100 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $938 |
| Envestnet Retirement Solutions, Llc | Other fees | $580 |