Retirement Income Security Plan Solo
Sponsored by Speed Of Light Ops, Llc Dba Solo · EIN 352616034 · Plan #001
- Total assets
- $3.1M
- Net assets
- $3.1M
- Active participants
- 91
- With balances
- 104
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 Norden Group Llc CRD 323988 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Norden Group | Investment advisory (participants), Investment management fees (direct) | $9,154 |
| Healthequity Retirement Services, L | Claims processing, Plan administrator, Named fiduciary | $7,629 |
| Matrix Trust Company | Custodial (securities), Participant loan processing, Direct payment from the plan | $315 |