Tailored Management 401(k) Plan
Sponsored by Sbl Enterprises, Llc · EIN 202692300 · Plan #001
- Total assets
- $2.2M
- Net assets
- $2.2M
- Active participants
- 423
- With balances
- 260
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 |
|---|---|---|
| Everhart Financial Group Inc CRD 107091 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $9,979 |
| Everhart Advisors | Investment advisory (plan), Direct payment from the plan | $8,380 |