Next Level Solutions Savings Plan Employees Retirement Plan
Sponsored by Premium Consulting Llc · EIN 454455464 · Plan #002
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 237
- With balances
- 231
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth Inc | Investment advisory (plan) | $26,606 |
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $24,555 |