Switchpoint, Inc. 401(k) Plan
Sponsored by Friends Of Switchpoint, Inc. · EIN 760740457 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rpa Financial, Llc CRD 294105 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Admin. Group, Llc Dba Tag Resources | Recordkeeping, Participant loan processing, Recordkeeping fees | $4,477 |
| Transamerica Financial Life Ins | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $597 |
| Rpa Financial Llc | Investment advisory (plan) | $29 |