Security Lock Distributors, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Security Lock Distributors, Inc. · EIN 042456930 · Plan #001
- Total assets
- $36.6M
- Net assets
- $36.6M
- Active participants
- 283
- With balances
- 240
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 |
|---|---|---|
| Sentinel Pension Advisors, Llc CRD 109901 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Pension Advisors | Investment advisory (plan), Direct payment from the plan | $60,246 |
| Sentinel Benefits Group, Inc. | Recordkeeping, Direct payment from the plan | $21,860 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional), Direct payment from the plan | $11,033 |