Fintech 401 K Savings Plan
Sponsored by Financial Information Technologies, Llc · EIN 650152732 · Plan #001
- Total assets
- $23.7M
- Net assets
- $23.7M
- Active participants
- 247
- With balances
- 240
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services | Investment advisory (plan) | $39,066 |
| Empower Annuity Ins Co | Recordkeeping fees, Investment management | $21,971 |
| Florida Retirement Consultants | Contract administrator | $14,922 |