AUMdb

Soundthinking, Inc. 401(k) Plan

Sponsored by Soundthinking, Inc. · EIN 470949915 · Plan #001

Total assets
$18.2M
Net assets
$18.1M
Active participants
323
With balances
213

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
Advanced Retirement Solutions, Llc CRD 288022 deterministic · 100% 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 $31,162
Advanced Retirement Solutions Investment advisory (plan) $19,770
Strategic Advisors, Inc. Investment advisory (plan) $17,449