Sam Dong America 401(k) Plan
Sponsored by Sam Dong America, Inc. · EIN 810960137 · Plan #001
- Total assets
- $7.2M
- Net assets
- $7.2M
- Active participants
- 223
- With balances
- 124
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 |
|---|---|---|
| Retirement Plans, Inc. CRD 286214 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Retirement Plans Inc | Investment advisory (plan) | $19,709 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $11,739 |