Partssource 401(k) Plan
Sponsored by Partssource, Inc. · EIN 341945164 · Plan #001
- Total assets
- $39.0M
- Net assets
- $39.0M
- Active participants
- 521
- With balances
- 672
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $69,914 |
| Kestra Investment Services Llc | Investment advisory (plan) | $57,964 |
| Rea & Associates | Consulting (general) | $10,345 |
| Sikich Cpa Llc | Accounting, Consulting (general) | $10,000 |