Tradebe Environmental Services 401(k) Plan
Sponsored by Tradebe Environmental Services · EIN 010757921 · Plan #001
- Total assets
- $59.0M
- Net assets
- $59.0M
- Active participants
- 876
- With balances
- 1,050
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 |
|---|---|---|
| Strategic Wealth Partners Llc CRD 336564 | fuzzy_auto · 96% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $65,675 |
| Strategic Wealth Partners Group | Investment advisory (plan) | $42,581 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $12,785 |
| Smith & Howard Pc | Accounting | $11,500 |