Servefed, Inc. 401(k) Plan
Sponsored by Servefed, Inc. · EIN 461556834 · Plan #001 · Germantown, MD
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 338
- With balances
- 274
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Rpcp | Investment advisory (participants), Investment advisory (plan) | $24,904 |
| The Vanguard Group | Recordkeeping, Participant loan processing, Recordkeeping fees | $22,612 |
| Retirement Planners & Admin | Contract administrator | $7,688 |
| 401 Kinabox | Contract administrator | $5,875 |