Plansource Financial Services, Inc. Retirement Savings Plan
Sponsored by Plansource Financial Services, Inc. · EIN 593707284 · Plan #001
- Total assets
- $80.7M
- Net assets
- $80.7M
- Active participants
- 1,933
- With balances
- 2,641
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 Financial Life Ins Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $323,473 |
| Plansource Financial Services Inc | Consulting (general), Employee (plan sponsor) | $85,863 |
| Merrill Lynch Life Agency, Inc. | Consulting (general), Investment advisory (plan) | $75,895 |