Seabreeze Retirement Savings Plan
Sponsored by Seabreeze Management Company, Inc. · EIN 330467088 · Plan #001
- Total assets
- $10.7M
- Net assets
- $10.7M
- Active participants
- 677
- With balances
- 287
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 |
|---|---|---|
| The Baldwin Group Wealth Advisors, Llc CRD 312284 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Baldwin Group Wealth Advisors Llc | Investment advisory (plan) | $31,390 |
| The Standard | Claims processing, Recordkeeping, Custodial (other) | $28,214 |
| Crossplans | Contract administrator | $19,655 |