Square One Concepts, Inc. 401(k) Plan
Sponsored by Square One Concepts, Inc. · EIN 274539075 · Plan #001
- Total assets
- $1.8M
- Net assets
- $1.8M
- Active participants
- 550
- With balances
- 539
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 |
|---|---|---|
| Pfg Advisors, Llc CRD 173344 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pfg Advisors, Llc | Investment advisory (participants) | $10,429 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Sub-transfer agency fees | $7,022 |