Strategies 360, Inc. 401(k) Profit Sharing Plan
Sponsored by Strategies 360, Inc. · EIN 911304555 · Plan #001
- Total assets
- $10.2M
- Net assets
- $10.2M
- Active participants
- 66
- With balances
- 139
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cliftonlarsonallen Wealth Advisors | Other fees | $32,676 |
| Empower Annuity Insurance Company | Recordkeeping fees | $20,258 |
| Empower Advisory Group, Llc | Investment management | $10,583 |
| Map Retirement Usa Llc | Contract administrator | $9,401 |
| Map Retirement Inc. | Other fees | $250 |