401(k) Simplified
Sponsored by Advisortrust, Inc. · EIN 464091337 · Plan #001
- Total assets
- $18.9M
- Net assets
- $18.9M
- Active participants
- 543
- With balances
- 552
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 |
|---|---|---|
| Newsquare Capital, Llc CRD 152430 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| New Square Capital, Llc | Investment advisory (plan) | $18,771 |
| Pcs Retirement Llc | Claims processing, Contract administrator, Recordkeeping | $13,747 |