Paulsen, Inc. 401(k) Profit Sharing Plan
Sponsored by Paulsen, Inc. · EIN 470397153 · Plan #001
- Total assets
- $13.1M
- Net assets
- $13.1M
- Active participants
- 220
- With balances
- 138
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lutz Financial Services, Llc CRD 117273 | deterministic · 100% | 2024 |
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $7,288 |
| Lutz Financial Services Llc | Investment advisory (participants) | $0 |
| Qualified Plan Consultants, Llc | Consulting (pension) | $0 |
| Voya Retirement Ins & Annuity Co | Investment advisory (participants) | $0 |