AUMdb

Santikos Enterprises, Llc Retirement Savings Plan

Sponsored by Santikos Enterprises, Llc · EIN 474603057 · Plan #002

Total assets
$11.5M
Net assets
$11.5M
Active participants
1,689
With balances
757

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
Prime Capital Investment Advisors, Llc CRD 288712 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Recordkeeping fees, Account maintenance fees $69,446
Prime Capital Investment Advisors Investment advisory (plan) $23,067