AUMdb

Singlesource Property Solutions Llc 401 K Retirement Plan

Sponsored by Singlesource Property Solutions Llc · EIN 475103354 · Plan #001

Total assets
$14.3M
Net assets
$14.3M
Active participants
163
With balances
212

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024
T. Rowe Price Japan, Inc. CRD 290585 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Ins Co Of America Recordkeeping fees $43,869
Lpl Financial Consulting (general), Investment advisory (plan), Direct payment from the plan $12,675
Peter Gialames Associates, Inc. Contract administrator $6,607
T Rowe Price Rps Inc Recordkeeping, Trustee (institutional), Trustee (directed) $4,625
Charles Schwab & Co., Inc. Securities brokerage, Other commissions, Float revenue $0