Perspectives Corporation 401 K Savings Plan
Sponsored by Perspectives Corporation · EIN 050376486 · Plan #001
- Total assets
- $27.5M
- Net assets
- $27.5M
- Active participants
- 433
- With balances
- 356
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $37,683 |
| J W Thompson Investments | Consulting (general), Investment management fees (indirect) | $29,609 |
| Clifton Larson Allen Llp | Accounting, Investment management fees (indirect) | $19,110 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |