Solu Technology Partners 401(k) Plan
Sponsored by Clf Ontario, Inc. D/B/A Solu Technology Partners · EIN 261661474 · Plan #001
- Total assets
- $21.2M
- Net assets
- $21.2M
- Active participants
- 258
- With balances
- 213
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 |
|---|---|---|
| The Ameriflex Group | Investment management fees (indirect) | $11,828 |
| Benefit Plans Admin Service | Valuation | $2,640 |
| Nationwide | Recordkeeping, Direct payment from the plan | $1,467 |
| Commonwealth Financial Network | Investment management fees (indirect) | $1,052 |
| Nationwide | Recordkeeping, Direct payment from the plan | $82 |
| Charles Schwab | Investment management fees (indirect) | $8 |