Peopletec, Inc. 401(k) Plan
Sponsored by Peopletec, Inc. · EIN 202320135 · Plan #001
- Total assets
- $83.3M
- Net assets
- $83.3M
- Active participants
- 617
- With balances
- 679
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James & Associates Inc | Investment advisory (plan) | $120,833 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $71,395 |
| Empower Advisory Group, Llc | Investment management | $24,853 |