Populus Group, Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Populus Group Llc · EIN 383659021 · Plan #001
- Total assets
- $125M
- Net assets
- $125M
- Active participants
- 5,917
- With balances
- 6,706
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $474,187 |
| Capfinancial Partners | Investment advisory (plan), Investment management, Direct payment from the plan | $163,341 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan, Other fees | $8,925 |
| Cliftonlarsonallen | Investment advisory (plan), Direct payment from the plan | $7,722 |