AUMdb

The Workplace, Inc. 401 K Retirement Plan

Sponsored by The Workplace, Inc. · EIN 222484517 · Plan #001

Total assets
$19.0M
Net assets
$19.0M
Active participants
149
With balances
201

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Sentinel Pension Advisors Recordkeeping $39,020
Sentinel Benefits Group, Llc Recordkeeping $32,913
Citrin Cooperman Accounting $19,084