Planview, Inc. 401(k) Retirement Plan
Sponsored by Planview, Inc. · EIN 742548407 · Plan #001
- Total assets
- $115M
- Net assets
- $115M
- Active participants
- 516
- With balances
- 932
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $84,205 |
| Alliant Retirement Services | Investment advisory (plan) | $54,996 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $29,961 |