Sobro 403(b) Retirement Plan
Sponsored by South Bronx Overall Economic Develo · EIN 132736022 · Plan #001
- Total assets
- $1.6M
- Net assets
- $1.6M
- Active participants
- 172
- With balances
- 265
Plan year beginning 01/01/2024 · Automatic enrollment, Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors. | Investment advisory (plan), Direct payment from the plan | $4,780 |
| Newport Group, Inc. | Participant loan processing, Other fees, Direct payment from the plan | $136 |