Sole Technology, Inc. 401(k) Profit Sharing Plan Plan And Trust
Sponsored by Sole Technology, Inc. · EIN 330698517 · Plan #001
- Total assets
- $11.6M
- Net assets
- $11.6M
- Active participants
- 9
- With balances
- 118
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Contract administrator, Recordkeeping, Custodial (other) | $62,423 |
| Lpl Financial Corporation | Investment advisory (plan), Consulting fees | $24,471 |
| Wright Ford Young & Co | Accounting, Direct payment from the plan | $22,895 |