Software Engineering Professionals, Inc. Profit Sharing Plan
Sponsored by Software Engineering Professionals, Inc. · EIN 351740069 · Plan #003
- Total assets
- $35.6M
- Net assets
- $35.6M
- Active participants
- 158
- With balances
- 184
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Consulting Group, Inc. | Account maintenance fees | $12,771 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional), Named fiduciary | $8,132 |