Faithful Companion 401 K
Sponsored by Faithful Companion Memorials Inc · EIN 261689634 · Plan #001
- Total assets
- $2.7M
- Net assets
- $2.7M
- Active participants
- 189
- With balances
- 304
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $4,965 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $4,179 |
| Erp Southwest Llc D.B.A. Erp Retire | Recordkeeping, Participant loan processing, Recordkeeping fees | $1,700 |
| Global Retirement Partners Llc | Investment advisory (plan) | $10 |