AUMdb

Sib 401(k) Plan

Sponsored by Sib Midco, Llc · EIN 932716523 · Plan #001

Total assets
$14.1M
Net assets
$14.1M
Active participants
233
With balances
248

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
Faircourt Partners, Llc CRD 295508 deterministic · 100% 2024
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Faircourt Partners Llc Consulting (general), Investment advisory (plan) $54,216
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $26,781
Raymond James And Associates Inc Consulting (general), Investment advisory (plan) $12,739
Administrative Group, Llc Dba Tag Recordkeeping, Participant loan processing, Recordkeeping fees $2,711
Transamerica Financial Life Ins Co Recordkeeping, Participant loan processing, Investment management fees (indirect) $1,489