Passageways, Inc. Employees' 401(k) Plan
Sponsored by Passageways, Inc. · EIN 822007390 · Plan #001
- Total assets
- $10.9M
- Net assets
- $10.9M
- Active participants
- 175
- With balances
- 232
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Katz, Sapper & Miller, Llp | Accounting | $23,500 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $18,227 |
| Lpl Financial Llc | Investment advisory (plan) | $17,903 |