Planned Systems International, Inc. 401(k) Plan
Sponsored by Planned Systems International, Inc. · EIN 521576690 · Plan #001
- Total assets
- $107M
- Net assets
- $107M
- Active participants
- 1,298
- With balances
- 1,745
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $163,487 |
| Empower Advisory Group, Llc | Investment management | $46,924 |
| Global Retirement Partners Llc | Investment advisory (plan) | $37,080 |
| Sc&H Attest Services Pc | Accounting | $25,400 |