AUMdb

Sobo & Sobo Llp 401(k) Profit Sharing Plan & Trust

Sponsored by Sobo & Sobo Llp · EIN 550797497 · Plan #001

Total assets
$5.1M
Net assets
$5.1M
Active participants
160
With balances
165

Plan year beginning 01/01/2024 · 401(k)

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
Levelized Compensation Advisor Investment advisory (plan) $29,321