Chartbeat 401 K Plan
Sponsored by Chartbeat Inc. · EIN 264658341 · Plan #001
- Total assets
- $14.0M
- Net assets
- $14.0M
- Active participants
- 104
- With balances
- 186
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 |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $27,579 |
| Arthur J Gallagher & Co | Investment advisory (participants) | $18,750 |