AUMdb

Scarinci & Hollenbeck, Llc 401(k) Plan

Sponsored by Scarinci & Hollenbeck, Llc · EIN 222865356 · Plan #001

Total assets
$11.2M
Net assets
$11.2M
Active participants
95
With balances
114

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Alliant Retirement Services Investment advisory (plan) $10,000
Strategic Advisors, Inc. Investment advisory (plan) $5,810
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $5,387