Leadwise 401(k) Plan
Sponsored by Ceso, Inc. · EIN 311229907 · Plan #001
- Total assets
- $43.4M
- Net assets
- $43.4M
- Active participants
- 460
- With balances
- 583
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 |
|---|---|---|
| Ironshore Financial, Llc CRD 294053 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $70,768 |
| Ironshore Financial, Llc | Investment advisory (plan) | $22,500 |