Payday Benefits Retirement Plan
Sponsored by Payday Benefits, Llc · EIN 200416309 · Plan #333
- Total assets
- $6.9M
- Net assets
- $6.9M
- Active participants
- 1,385
- With balances
- 246
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 |
|---|---|---|
| Soltis Investment Advisors, Llc CRD 154690 | deterministic · 100% | 2024 |
| Drive Wealth Management, Llc CRD 174728 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Soltis Investment Advisors, Llc | Investment advisory (plan), Investment advisory (participants) | $41,708 |
| Alliance Benefit Group Rocky Mtn | Distribution (12b-1) fees | $27,472 |
| Drive Wealth Advisers | Investment advisory (plan), Investment advisory (participants) | $5,078 |