Touchpoint, Inc. Employees' 401(k) Plan
Sponsored by Touchpoint, Inc. · EIN 231106740 · Plan #006
- Total assets
- $150M
- Net assets
- $150M
- Active participants
- 777
- With balances
- 1,107
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 |
|---|---|---|
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Pine Valley Investments Limited Liability Company CRD 173995 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $107,864 |
| Kestra Financial Inc | Investment management, Direct payment from the plan | $37,500 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $15,838 |
| Pine Valley Investments Limite | Investment advisory (participants), Direct payment from the plan | $5,736 |
| Charles Schwab & Co., Inc | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $803 |