Telespecialists, Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Telespecialists, Llc · EIN 464004319 · Plan #001
- Total assets
- $5.8M
- Net assets
- $5.8M
- Active participants
- 218
- With balances
- 213
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 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $26,504 |
| Kestra Advisory Services Llc | Investment advisory (plan) | $14,469 |
| Empower Advisory Group, Llc | Investment management | $12,163 |
| Progressive Pension Admin., Inc. | Contract administrator | $1,480 |