Experitec, Inc. 401(k) Plan
Sponsored by Experitec, Inc. · EIN 431043152 · Plan #005
- Total assets
- $69.9M
- Net assets
- $69.9M
- Active participants
- 262
- With balances
- 354
Plan year beginning 10/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $48,857 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $12,372 |