Soapy Joe's 401(k) Plan
Sponsored by Soapy Joes Group, Inc. · EIN 843914852 · Plan #001
- Total assets
- $2.4M
- Net assets
- $2.4M
- Active participants
- 361
- With balances
- 494
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 |
|---|---|---|
| Cambridge Investments, Llc CRD 174460 | fuzzy_auto · 94% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Premier Plan Consultants Inc. | Contract administrator | $13,963 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $12,710 |
| Cambridge Investment Group | Investment advisory (plan) | $7,476 |
| Empower Advisory Group, Llc | Investment management | $25 |