Sb Holdings 401(k) Plan
Sponsored by La Clippers Llc · EIN 471060673 · Plan #001 · Bellevue, WA
- Total assets
- $49.7M
- Net assets
- $49.7M
- Active participants
- 595
- With balances
- 802
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $46,209 |
| Strategic Advisors | Investment advisory (plan) | $4,312 |