Start Early 401(k) Plan
Sponsored by Start Early · EIN 363186328 · Plan #002
- Total assets
- $41.6M
- Net assets
- $41.6M
- Active participants
- 439
- With balances
- 618
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 |
|---|---|---|
| Rowland, Duncan S. CRD 161597 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $61,673 |
| Rocaton Investment Advisors Llc | Investment advisory (plan) | $45,000 |