Workplace Options, Llc Retirement Savings Plan
Sponsored by Workplace Options, Llc · EIN 202699271 · Plan #002
- Total assets
- $20.8M
- Net assets
- $20.8M
- Active participants
- 391
- With balances
- 581
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 |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Participant loan processing, Recordkeeping fees, Other fees | $58,854 |
| Gallagher Fiduciary Advisors | Investment advisory (plan), Direct payment from the plan | $26,619 |