Planesense, Inc. 401(k) Plan
Sponsored by Planesense, Inc. · EIN 043161509 · Plan #001
- Total assets
- $36.2M
- Net assets
- $36.1M
- Active participants
- 566
- With balances
- 528
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 |
|---|---|---|
| Nationwide Insurance | Recordkeeping, Participant loan processing, Recordkeeping fees | $51,724 |
| Leafhouse Financial Advisors Llc | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $34,113 |
| Proaccount | Investment advisory (participants) | $25,381 |
| Cetera Advisor Network | Investment advisory (participants), Investment advisory (plan) | $0 |