Profinium 401(k) Plan
Sponsored by Profinium Financial Holdings, Inc. · EIN 411470223 · Plan #001
- Total assets
- $15.5M
- Net assets
- $15.5M
- Active participants
- 89
- With balances
- 115
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 |
|---|---|---|
| Envestnet Retirement Solutions, Llc CRD 171570 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tsc, Inc. | Contract administrator | $8,941 |
| Envestnet Retirement Solutions, Llc | Investment advisory (plan) | $8,756 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $5,288 |
| Wipfli Llp | Accounting | $4,745 |
| Empower Advisory Group, Llc | Investment management | $4,603 |