Portfolio Retirement Plan
Sponsored by Outlier, Llc · EIN 824000840 · Plan #001
- Total assets
- $6.3M
- Net assets
- $6.3M
- Active participants
- 352
- With balances
- 390
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 |
|---|---|---|
| Pfg Advisors, Llc | Recordkeeping fees, Other fees, Recordkeeping | $22,455 |
| Adp, Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $7,785 |