Simko Support Center Llc 401(k) Profit Sharing Plan
Sponsored by Simko Support Center Llc · EIN 813450427 · Plan #004
- Total assets
- $20.3M
- Net assets
- $20.3M
- Active participants
- 408
- With balances
- 403
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 |
|---|---|---|
| Orgel Wealth Management, Llc CRD 168219 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wipfli Llp | Plan administrator, Recordkeeping | $59,056 |
| Orgel Wealth Management | Investment advisory (participants), Investment advisory (plan) | $45,911 |