Formulated Solutions 401(k) Plan
Sponsored by Formulated Solutions, Llc · EIN 593679835 · Plan #001
- Total assets
- $14.3M
- Net assets
- $14.2M
- Active participants
- 553
- With balances
- 504
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward Jones & Co Lp | Investment advisory (plan) | $41,326 |
| Signature Benefit Solutions, Inc. | Contract administrator | $16,125 |
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $6,064 |