Saratoga Homes Profit Sharing Plan & Trust
Sponsored by Saratoga Corporate Management Group, Llc · EIN 208527129 · Plan #001
- Total assets
- $2.3M
- Net assets
- $2.3M
- Active participants
- 112
- With balances
- 128
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cetera Advisors Llc | Consulting (pension), Custodial (securities), Investment advisory (plan) | $30,848 |
| Pinnacle Plan Design, Llc | Recordkeeping, Employee (plan) | $2,275 |