AUMdb

Frontpoint Security Employee Savings Plan

Sponsored by Frontpoint Security Solutions, Llc · EIN 260202317 · Plan #001

Total assets
$6.4M
Net assets
$6.4M
Active participants
104
With balances
187

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
Kestra Advisory Services, Llc CRD 283330 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $46,720
Frontpoint Security Accounting, Direct payment from the plan $9,019
Orenda Retirement, Llc Contract administrator, Direct payment from the plan, Other fees $3,650
Kestra Advisory Services, Llc Investment advisory (plan), Other fees $0