Arion Blue Retirement Plan
Sponsored by Arion Blue, Llc · EIN 824209144 · Plan #001
- Total assets
- $26.1M
- Net assets
- $26.1M
- Active participants
- 303
- With balances
- 313
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 |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $100,908 |
| Meisirow Financial, Inc | Investment advisory (plan) | $4,535 |
| Pinnacle Financial Services, Inc | Recordkeeping, Participant loan processing, Recordkeeping fees | $2,627 |
| Transamerica Trust Company | Trustee (institutional) | $167 |
| Lpl Financial Corporation | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |