AUMdb

Finance Factors 401(k)

Sponsored by Finance Factors, Ltd. · EIN 990077649 · Plan #001

Total assets
$37.8M
Net assets
$37.8M
Active participants
147
With balances
240

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Lincoln National Corporation Contract administrator, Redemption fees $49,539
Finance Insurance Ltd Insurance services $8,320