S.B.J.S., P.C. Profit Sharing Plan
Sponsored by S.B.J.S., P.C. · EIN 200870135 · Plan #001
- Total assets
- $42.0M
- Net assets
- $42.0M
- Active participants
- 119
- With balances
- 153
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 |
|---|---|---|
| Capsouth Partners, Inc. CRD 132517 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capsouth Partners | Investment advisory (plan) | $39,171 |
| Empower Annuity Ins Company | Recordkeeping fees | $18,744 |
| Egps, Llc | Contract administrator, Other fees | $10,763 |