Prosource.It Retirement Plan
Sponsored by Prosource.It, Ltd. · EIN 743218662 · Plan #001
- Total assets
- $7.6M
- Net assets
- $7.6M
- Active participants
- 75
- With balances
- 116
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 |
|---|---|---|
| Legacy Wealth Management Inc CRD 108619 | fuzzy_auto · 95% | 2024 |
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $11,083 |
| Legacy Asset Management Inc | Investment advisory (participants) | $10,249 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $160 |