Sondermind, Inc. 401(k) Plan
Sponsored by Sondermind, Inc. · EIN 823006071 · Plan #001
- Total assets
- $12.5M
- Net assets
- $12.5M
- Active participants
- 261
- With balances
- 328
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 |
|---|---|---|
| Alpha Capital Management Group Llc CRD 283624 | deterministic · 100% | 2024 |
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $24,403 |
| Alpha Capital Management Group | Investment advisory (plan) | $12,054 |
| Lpl Financial Llc | Investment advisory (plan) | $7,313 |