Ai Signal Research, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Ai Signal Research, Inc. · EIN 631022675 · Plan #001
- Total assets
- $38.9M
- Net assets
- $38.9M
- Active participants
- 379
- With balances
- 503
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 |
|---|---|---|
| Trubee Wealth Advisors, Inc. CRD 3618 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $71,362 |
| True Wealth Advisors ,Llc | Investment advisory (plan), Consulting fees | $51,658 |