AUMdb

Selectquote Retirement Plan

Sponsored by Selectquote Insurance Services · EIN 680027389 · Plan #001

Total assets
$140M
Net assets
$140M
Active participants
3,128
With balances
2,513

Plan year beginning 07/01/2024 · 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
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $270,258