Scarbrough Global 401 (K) Savings Plan
Sponsored by Scarbrough Group · EIN 883229656 · Plan #001
- Total assets
- $7.6M
- Net assets
- $7.6M
- Active participants
- 162
- With balances
- 192
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $40,896 |
| Enterprise Bank & Trust | Investment advisory (plan) | $4,723 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |
| Charles Schwab & Co., Inc | Shareholder servicing fees | $0 |