Sidecar Hr 401(k) Plan
Sponsored by Sidecar Hr Llc · EIN 471501861 · Plan #001
- Total assets
- $35.6M
- Net assets
- $35.6M
- Active participants
- 1,286
- With balances
- 683
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
| Envestnet Retirement Solutions, Llc CRD 171570 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services Llc | Investment advisory (plan), Investment management fees (direct) | $96,247 |
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $82,129 |
| Sidecar Hr Llc | Employee (plan sponsor) | $46,160 |
| Envestnet Retirement Solutions | Investment advisory (plan), Investment management fees (direct) | $13,750 |
| Empower Annuity Insurance Company | Recordkeeping fees | $400 |
| American General Ins Agency Inc | Other commissions | $0 |