Scaled Composites, Llc Incentive Savings Plan
Sponsored by Scaled Composites, Llc · EIN 770554360 · Plan #001
- Total assets
- $48.9M
- Net assets
- $48.9M
- Active participants
- 283
- With balances
- 369
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 |
|---|---|---|
| Cerity Partners Retirement Plan Advisors Llc CRD 164198 | fuzzy_auto · 96% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cerity Partners Retirement Plan | Investment advisory (plan) | $80,931 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $43,130 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $9,943 |