Ansay & Associates, Llc 401(k) Plan
Sponsored by Ansay & Associates, Llc · EIN 271304628 · Plan #001
- Total assets
- $30.1M
- Net assets
- $30.1M
- Active participants
- 248
- With balances
- 331
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | fuzzy_auto · 98% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $76,929 |
| Global Retirement Partnr | Investment advisory (plan), Direct payment from the plan, Other fees | $8,208 |
| Wellth Advisory Services | Investment advisory (plan), Direct payment from the plan, Other fees | $8,208 |
| The Retirement Advantage, Inc. | Contract administrator, Direct payment from the plan, Other services | $125 |