401(k) Simplified Flexible
Sponsored by Advisortrust, Inc. · EIN 464091337 · Plan #002
- Total assets
- $159M
- Net assets
- $159M
- Active participants
- 5,085
- With balances
- 3,259
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 |
|---|---|---|
| Soltis Investment Advisors, Llc CRD 154690 | deterministic · 100% | 2024 |
| Decisionpoint Financial, Llc CRD 296988 | deterministic · 100% | 2024 |
| Forum Financial Management, Lp CRD 145706 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Soltis Investment Advisors, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $400,164 |
| Pcs Retirement Llc | Contract administrator, Recordkeeping, Consulting (general) | $112,486 |
| Decisionpoint Financial, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $22,820 |
| Forum Financial Management, Lp | Investment advisory (participants), Investment advisory (plan), Investment management | $17,598 |