The Savings Group 401(k) Plan
Sponsored by The Savings Group, Inc. · EIN 871613364 · Plan #001
- Total assets
- $12.3M
- Net assets
- $12.3M
- Active participants
- 502
- With balances
- 631
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 |
|---|---|---|
| Ascensus | Custodial (securities) | $55,105 |
| Waterloo Capital | Insurance brokerage commissions | $42,760 |
| Inwest Retirement Solutions | Recordkeeping | $11,200 |
| Goldman Sachs | Custodial (securities) | $10,174 |