Place Holder 401(k) Plan
Sponsored by Place Holder, Llc · EIN 883220254 · Plan #001
- Total assets
- $5.3M
- Net assets
- $5.3M
- Active participants
- 52
- With balances
- 122
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James & Associates Inc | Investment advisory (plan) | $17,081 |
| Empower Annuity Insurance Co | Recordkeeping fees | $5,984 |
| Coulter & Justus, Pc | Accounting | $3,000 |
| Alerus Financial Na | Contract administrator | -$7,473 |