Fsap & Peta 401(k) Plan
Sponsored by Foundation To Support Animal Protection · EIN 521842274 · Plan #001
- Total assets
- $27.0M
- Net assets
- $27.0M
- Active participants
- 381
- With balances
- 481
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 |
|---|---|---|
| Mesirow Financial Investment Management, Inc. CRD 111135 | fuzzy_auto · 98% | 2024 |
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth Inc. | Investment advisory (participants), Investment advisory (plan), Investment management | $89,826 |
| Metro Benefits, Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $27,223 |
| Mesirow Financial Investment Manage | Investment advisory (participants), Investment advisory (plan), Investment management | $9,598 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $2,846 |