Server Suites, Llc 401 K & Profit Sharing Plan
Sponsored by Server Suites, Llc · EIN 205268699 · Plan #001
- Total assets
- $9.9M
- Net assets
- $9.9M
- Active participants
- 101
- With balances
- 120
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Investment Research Adv. | Investment advisory (plan) | $22,249 |
| John Hancock Retirement Plan Servic | Recordkeeping fees | $11,033 |