Enumerate 401(k) Profit Sharing Plan And Trust
Sponsored by Tops Software Of Florida, Llc D/B/A Enumerate · EIN 900130998 · Plan #001
- Total assets
- $2.0M
- Net assets
- $2.0M
- Active participants
- 150
- With balances
- 147
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 |
|---|---|---|
| Osaic Advisory Services, Llc CRD 171070 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usb Financial Services Inc | Investment advisory (participants) | $7,029 |
| John Hancock Life Insurance Co(usa) | Recordkeeping, Sub-transfer agency fees, Other insurance wrap fees | $2,289 |
| Osaic Advisory Services, Llc | Investment advisory (participants) | $1,709 |