Formlabs Retirement Trust
Sponsored by Formlabs, Inc. · EIN 453644301 · Plan #001
- Total assets
- $17.8M
- Net assets
- $17.8M
- Active participants
- 388
- With balances
- 321
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 |
|---|---|---|
| Twelve Points Wealth Management Llc CRD 171107 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $38,039 |
| Twelve Points Wealth Mgt Llc | Investment advisory (plan), Consulting fees | $27,263 |
| Charles Schwab | Custodial (securities), Shareholder servicing fees | $5,591 |