Exchange Company 401(k) Plan
Sponsored by Exchange Company · EIN 470635346 · Plan #333
- Total assets
- $16.9M
- Net assets
- $16.9M
- Active participants
- 174
- With balances
- 172
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Recordkeeping fees | $70,316 |
| Forvis Mazars Llp | Accounting, Direct payment from the plan | $12,915 |
| Cambridge Investment Research Inc | Other services, Other fees | $0 |
| Pinion, Llc | Contract administrator, Other fees, Other services | $0 |
| Wilshire Associates Llc | Investment advisory (plan), Other investment fees and expenses | $0 |