Sansone Group 401(k) Retirement Savings Plan
Sponsored by Sansone Group, Llc · EIN 431821391 · Plan #001
- Total assets
- $13.5M
- Net assets
- $13.5M
- Active participants
- 171
- With balances
- 162
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 |
|---|---|---|
| Krilogy Financial Llc CRD 149046 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Krilogy Financial Llc | Investment advisory (plan) | $38,745 |
| Empower Annuity Insurance Company | Recordkeeping fees | $13,324 |
| Empower Advisory Group, Llc | Investment management | $4,169 |
| Benefit Plans Plus, Llc | Contract administrator | $3,050 |
| Ascensus Holdings Inc Dba | Contract administrator | $2,161 |