Extensis Group Retirement Savings Plan
Sponsored by Extensis Group, Llc · EIN 861064991 · Plan #333
- Total assets
- $682M
- Net assets
- $682M
- Active participants
- 11,488
- With balances
- 10,263
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $1,048,569 |
| Extensis Hr | Plan administrator, Direct payment from the plan | $114,159 |
| Eisneramper Llp | Accounting, Direct payment from the plan | $105,020 |
| Merrill Lynch | Consulting (general), Insurance services, Insurance brokerage commissions | $95,000 |
| Cohnreznick Llp | Accounting, Direct payment from the plan | $49,875 |
| Withum Smith + Brown Pc | Accounting, Direct payment from the plan | $29,120 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $240 |