Group 1001 401(k) Savings Plan
Sponsored by Group 1001 Resources Llc · EIN 831510950 · Plan #001
- Total assets
- $172M
- Net assets
- $172M
- Active participants
- 1,585
- With balances
- 1,730
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 |
|---|---|---|
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $43,159 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $17,388 |
| Charles Schwab & Co.,Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $589 |