Assets, Inc. 401(k) Plan
Sponsored by Assets, Inc. · EIN 920076696 · Plan #002
- Total assets
- $7.5M
- Net assets
- $7.4M
- Active participants
- 272
- With balances
- 182
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $52,734 |
| Pension Plan Specialists, Pc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $24,065 |
| Osaic Wealth Inc | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |