Out Source Inc. 401(k) Proifit Sharing Plan & Trust
Sponsored by Out Source Inc. · EIN 391758640 · Plan #001
- Total assets
- $5.2M
- Net assets
- $5.2M
- Active participants
- 76
- With balances
- 107
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 |
|---|---|---|
| Charter Capital Management, Llc CRD 35919 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Charter Capital Management, Inc | Investment advisory (plan) | $19,923 |
| Transamerica Ret Solutions, Llc | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $17,437 |