People, Inc. 401(k) Profit Sharing Plan
Sponsored by People, Inc. · EIN 160975538 · Plan #001
- Total assets
- $60.8M
- Net assets
- $60.8M
- Active participants
- 4,105
- With balances
- 1,480
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $158,794 |
| Global Retirement Partners | Investment advisory (plan), Direct payment from the plan | $27,523 |
| Wellth Advisory Services, Llc | Investment advisory (plan), Direct payment from the plan | $7,034 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |