AUMdb

Firstsource 401(k) Retirement Plan

Sponsored by Firstsource Group U.S.A., Inc. · EIN 271422188 · Plan #001

Total assets
$73.8M
Net assets
$73.8M
Active participants
4,095
With balances
4,547

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $270,863
Global Retirement Partners Llc Investment advisory (plan) $56,535