AUMdb

Scentsy, Inc. Retirement Plan

Sponsored by Scentsy, Inc. · EIN 841624958 · Plan #001

Total assets
$75.8M
Net assets
$75.8M
Active participants
1,150
With balances
1,421

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 Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $148,230
Global Retirement Partners, Llc Consulting (general), Investment advisory (plan), Insurance brokerage commissions $50,930
Leavitt Christensen & Co., Pllc Accounting, Direct payment from the plan $10,550