Sartori Company Retirement Savings Plan
Sponsored by Sartori Company · EIN 390768447 · Plan #002
- Total assets
- $40.7M
- Net assets
- $40.7M
- Active participants
- 661
- With balances
- 760
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Robert W. Baird & Co. Incorporated CRD 8158 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $63,500 |
| Robert W. Baird & Co. Incorporated | Investment advisory (plan), Direct payment from the plan | $38,853 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $16,707 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |