Callsource 401(k) Plan
Sponsored by Callsource · EIN 954806858 · Plan #001
- Total assets
- $7.4M
- Net assets
- $7.4M
- Active participants
- 118
- With balances
- 177
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 |
|---|---|---|
| Oppenheimer & Co. Inc. CRD 249 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oppenheimer & Co Inc. | Investment advisory (plan) | $52,318 |
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $29,868 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $2,375 |