Engaging Solutions 401(k) Plan For Mindful Stewardship And Abundance
Sponsored by Engaging Solutions, Llc · EIN 331109802 · Plan #001
- Total assets
- $1.2M
- Net assets
- $1.2M
- Active participants
- 72
- With balances
- 177
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 |
|---|---|---|
| Rpa Financial, Llc CRD 294105 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Admin. Group, Llc Dba Tag Resources | Recordkeeping, Participant loan processing, Recordkeeping fees | $9,968 |
| Transamerica Financial Life Ins. Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $3,911 |
| Rpa Financial Llc | Investment advisory (plan) | $495 |