Sail Energy 401(k) Plan
Sponsored by Sail Energy, Llc · EIN 461045056 · Plan #002
- Total assets
- $7.7M
- Net assets
- $7.7M
- Active participants
- 199
- With balances
- 141
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $81,184 |
| Nbt Bank, N.A. | Contract administrator, Other services, Direct payment from the plan | $3,955 |
| Global Retirement Partners Llc | Investment advisory (plan), Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |
| Wellth Advisory Services Llc | Investment advisory (plan), Other fees | $0 |