Core One Solutions 401(k) Plan
Sponsored by Core One Solutions Llc · EIN 464143090 · Plan #001
- Total assets
- $16.8M
- Net assets
- $16.8M
- Active participants
- 172
- With balances
- 253
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 |
|---|---|---|
| The Baldwin Group Wealth Advisors, Llc CRD 312284 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Guideline, Inc. | Plan administrator, Recordkeeping, Consulting (general) | $14,148 |
| The Baldwin Group Wealth Advisors, | Investment advisory (participants), Investment advisory (plan) | $9,771 |
| Benefit Trust Company | Custodial (other), Custodial (securities) | $0 |