Sea Island 401(k) Savings Plan
Sponsored by Sea Island Company Llc · EIN 273164607 · Plan #001
- Total assets
- $43.8M
- Net assets
- $43.8M
- Active participants
- 3,583
- With balances
- 1,154
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 |
|---|---|---|
| Gregory J. Schwartz & Co., Inc. CRD 7294 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwartz & Co | Investment advisory (participants), Investment advisory (plan) | $58,362 |
| Nationwide | Recordkeeping fees, Recordkeeping, Custodial (securities) | $57,237 |
| Moore Stephens Tiller | Accounting | $15,033 |