Day One Agency 401(k) Plan
Sponsored by Day One Perspective, Llc Dba Day One Agency · EIN 461631561 · Plan #001
- Total assets
- $11.9M
- Net assets
- $11.9M
- Active participants
- 172
- With balances
- 184
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 |
|---|---|---|
| Cpi Qualified Plan Consultants, Inc | Recordkeeping, Consulting (pension), Participant loan processing | $14,815 |
| The Benefit Practice | Plan administrator | $2,100 |
| George Fuchs | Investment advisory (plan) | $0 |