Korrus Inc 401(k) Plan & Trust
Sponsored by Korrus Inc · EIN 263319070 · Plan #001
- Total assets
- $7.5M
- Net assets
- $7.4M
- Active participants
- 94
- With balances
- 163
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 |
|---|---|---|
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Consulting (pension), Participant loan processing, Recordkeeping fees | $15,000 |
| Wellth Advisory Services | Investment advisory (participants) | $5,000 |
| Nicholas Pension Consultants | Recordkeeping, Participant loan processing, Custodial (other) | $2,250 |
| The Vanguard Group, Inc. | Investment advisory (plan) | $1,680 |