Work Sharp 401(k) Plan
Sponsored by Darex, Llc · EIN 931274293 · Plan #001
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 99
- With balances
- 125
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning, Llc | Investment advisory (plan) | $20,961 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $11,170 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |