Point Dedicated Services, Inc. 401(k) Profit Sharing Plan
Sponsored by Point Dedicated Services, Inc. · EIN 383263874 · Plan #001
- Total assets
- $3.0M
- Net assets
- $3.0M
- Active participants
- 182
- With balances
- 187
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Benefits Group, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $21,393 |
| Cbiz Investment Advisory Services | Investment management, Investment management fees (direct) | $14,464 |
| Charles Schwab Bank | Custodial (securities), Direct payment from the plan | $2,607 |