Consumertrack, Inc. 401(k) Profit Sharing Plan
Sponsored by Consumertrack, Inc. · EIN 200849843 · Plan #001
- Total assets
- $11.5M
- Net assets
- $11.5M
- Active participants
- 147
- With balances
- 195
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 |
|---|---|---|
| Lee Cpa Audit Group | Accounting | $4,500 |
| Hicks Pension Services | Recordkeeping, Participant loan processing, Recordkeeping fees | $1,750 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $0 |