The Business Software, Inc. 401(k) Profit Sharing Plan
Sponsored by Business Software, Inc. · EIN 591935198 · Plan #001
- Total assets
- $29.6M
- Net assets
- $29.6M
- Active participants
- 114
- With balances
- 140
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 |
|---|---|---|
| Level Four Advisory Services, Llc CRD 134086 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Level Four Advisory Services | Investment advisory (plan), Direct payment from the plan | $17,779 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $11,118 |