Retirement Plan For Employees Of Exceptional Persons, Inc.
Sponsored by Exceptional Persons, Inc. · EIN 420794846 · Plan #001
- Total assets
- $17.1M
- Net assets
- $17.1M
- Active participants
- 232
- With balances
- 347
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Corporation | Investment advisory (plan), Consulting fees | $40,748 |
| Stancorp Financial | Claims processing, Recordkeeping, Custodial (other) | $24,344 |