Solution Design Group 401(k) Profit Sharing Plan
Sponsored by Solution Design Group, Inc. · EIN 411652650 · Plan #001
- Total assets
- $35.4M
- Net assets
- $35.4M
- Active participants
- 198
- With balances
- 262
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 |
|---|---|---|
| Harbour Investments, Inc. CRD 19258 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $42,987 |
| Harbour Investments Inc | Investment advisory (plan), Direct payment from the plan | $28,788 |