Strategic Insight, Ltd 401(k) Plan
Sponsored by Strategic Insight Ltd. · EIN 541647149 · Plan #001
- Total assets
- $29.6M
- Net assets
- $29.6M
- Active participants
- 99
- With balances
- 215
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiducient Advisors Llc | Investment advisory (plan) | $52,060 |
| Rubino & Company Chartered | Accounting | $33,500 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $17,538 |
| Empower Financial Services, Inc. | Securities brokerage | $50 |
| Empower Financial Services, Inc. | Other investment fees and expenses | $10 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |