1 Source Business Solutions 401(k) Plan
Sponsored by 1 Source Business Solutions, Llc · EIN 273793520 · Plan #333
- Total assets
- $41.5M
- Net assets
- $41.5M
- Active participants
- 2,509
- With balances
- 1,077
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 |
|---|---|---|
| Soltis Investment Advisors, Llc CRD 154690 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Insuran | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $291,324 |
| Trident Insurance Group | Consulting (pension) | $172,493 |
| Pinnacle Financial Servies, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $29,658 |
| Soltis Investment Advisors, Llc | Investment advisory (plan) | $17,249 |