Populus Financial Group, Inc. 401(k) Profit Sharing Plan
Sponsored by Populus Financial Group, Inc. · EIN 752142963 · Plan #001
- Total assets
- $47.5M
- Net assets
- $47.5M
- Active participants
- 1,877
- With balances
- 2,103
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $204,981 |
| Grant Thornton Llp | Accounting | $28,090 |
| Lpl Financial | Investment advisory (plan) | $20,000 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $10,000 |