AUMdb

1 Source Consulting, Inc. 401 K Profit Sharing Plan

Sponsored by 1 Source Consulting, Inc. · EIN 522160405 · Plan #001

Total assets
$6.5M
Net assets
$6.5M
Active participants
26
With balances
121

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
Voya Retirement Insurance And Annui Investment advisory (participants) $26,389
Cbiz Investment Advisory Services Other fees $0
Cbiz Benefits And Insurance Service Other services $0