Letter Systems, Inc. Employee Stock Ownership 401(k) Plan
Sponsored by Letter Systems, Inc. · EIN 010263845 · Plan #002
- Total assets
- $26.9M
- Net assets
- $26.9M
- Active participants
- 105
- With balances
- 161
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wipfli Llp | Accounting | $43,400 |
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $38,445 |
| Empower Annuity Insurance Co Americ | Recordkeeping fees | $18,887 |
| The Angell Pension Group, Inc. | Contract administrator | $8,645 |
| Empower Advisory Group, Llc | $1,770 |