Sgh Profit Sharing & 401(k) Plan And Trust
Sponsored by Simpson Gumpertz & Heger Inc. · EIN 042256923 · Plan #001
- Total assets
- $464M
- Net assets
- $464M
- Active participants
- 765
- With balances
- 1,056
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 |
| Signature Estate & Investment Advisors Llc CRD 108163 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $119,158 |
| Global Retirement Partners Llc | Investment management, Direct payment from the plan | $75,000 |
| Parker Brown Macaulay & Sheerin, Pc | Legal, Direct payment from the plan | $15,290 |
| Signature Estate & Investment | Investment advisory (participants), Direct payment from the plan | $12,318 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $589 |