Legend Financial 401(k) Pooled Employer Plan
Sponsored by Austin 3(16) Fiduciary Limited · EIN 861843958 · Plan #001
- Total assets
- $8.3M
- Net assets
- $8.3M
- Active participants
- 557
- With balances
- 374
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 |
|---|---|---|
| Spectrum Employee Benefits, Inc. | Participant loan processing, Distribution (12b-1) fees, Recordkeeping fees | $42,274 |