Simplicityhr 401(k) Retirement Savings Plan
Sponsored by Altres Global Business Services, Inc. · EIN 990332532 · Plan #010
- Total assets
- $102M
- Net assets
- $102M
- Active participants
- 1,950
- With balances
- 1,755
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Slavic Mutual Funds Management Corp. CRD 113833 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Salvic Integrated Administration | Recordkeeping, Participant loan processing, Participant communication | $275,256 |
| Slavic Mutual Fund Managment Corp | Investment management, Investment management fees (direct) | $85,428 |
| Kobo Wealth Conservancy Llc | Investment advisory (participants), Investment advisory (plan) | $84,087 |