Analytic Services Inc. Defined Contribution Retirement Plan
Sponsored by Analytic Services Inc. · EIN 540695125 · Plan #003
- Total assets
- $226M
- Net assets
- $226M
- Active participants
- 548
- With balances
- 2,135
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment advisory (plan), Direct payment from the plan | $54,025 |
| Bdo Usa, P.C. | Accounting | $7,501 |
| Tiaa | Recordkeeping | $2,967 |