Assetmark Pooled Employer Plan
Sponsored by Advisortrust, Inc. · EIN 464091337 · Plan #004
- Total assets
- $23.4M
- Net assets
- $23.4M
- Active participants
- 1,198
- With balances
- 787
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 |
|---|---|---|
| Hinds Financial Group Inc CRD 129971 | deterministic · 100% | 2024 |
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pcs Retirement Llc | Contract administrator, Recordkeeping | $182,847 |
| Hinds Financial Group, Inc. | Investment advisory (plan) | $22,114 |
| United Planners' Financial Services | Investment advisory (plan) | $8,100 |
| Osaic Wealth, Inc. | Investment advisory (plan) | $6,705 |
| Schlafer Wealth Management | Investment advisory (plan) | $5,371 |
| Defined Financial Planning Llc | Investment advisory (plan) | $5,370 |