Daysmart Software, Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Daysmart Software, Llc · EIN 383471100 · Plan #002
- Total assets
- $16.6M
- Net assets
- $16.6M
- Active participants
- 287
- With balances
- 384
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 |
|---|---|---|
| Newsquare Capital, Llc CRD 152430 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pcs Retirement Llc | Contract administrator, Recordkeeping, Consulting (general) | $44,702 |
| New Square Capital Llc | Investment advisory (plan), Investment management | $28,576 |