The Converse Professional Group 401(k) Plan
Sponsored by The Converse Professional Group · EIN 954020122 · Plan #002
- Total assets
- $18.8M
- Net assets
- $18.7M
- Active participants
- 118
- With balances
- 137
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 |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $23,110 |
| Dougherty & Company | Accounting | $9,900 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $8,571 |
| Oneamerica Securities Inc | Other commissions | $0 |